Position in TW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$147,596
-$1,392,808 QoQ
Shares Held
1,481
-88.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#446
of 560 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. TW ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in TW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,596 | 1,481 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $1,540,404 | 13,092 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $392,951 | 3,654 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $353,471 | 3,185 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,179,544 | 8,057 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $803,910 | 5,415 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $281,216 | 2,148 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,603 | 110 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,388 | 98 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $12,812 | 123 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $35,079 | 386 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $48,521 | 605 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $52,935 | 773 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $105,254 | 1,332 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $96,421 | 1,485 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $83,670 | 1,483 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $97,597 | 1,430 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $101,226 | 1,152 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $106,248 | 1,061 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||