BANK OF MONTREAL /CAN/ TD — *TORONTO DOMINION BK ONT

Ownership history in BANK OF MONTREAL /CAN/  ·  138 quarters on record

AI Ownership Summary

BANK OF MONTREAL /CAN/ reported *TORONTO DOMINION BK ONT (TD) in 138 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.69% in 2025 Q1. The latest visible filing shows TD at 2.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF MONTREAL /CAN/'s position in *TORONTO DOMINION BK ONT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TD was reported at 2.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.69% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TD stock page BANK OF MONTREAL /CAN/ fund profile BANK OF MONTREAL /CAN/ full holdings
How BANK OF MONTREAL /CAN/ held TD — position size vs. price
% of Fund (quarterly)    TD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 26 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 62,731,681 +61,711,781 +6050.8% 2.51% $7.62B 2026-08-12 $122.46
2026 Q2 REDUCED 98.6% -0.9% ✅ 1,019,900 -74,316,564 -98.6% 0.04% $123.9M 2026-08-12 $122.46
2026 Q1 ADDED — — — 75,336,464 +74,936,464 +18734.1% 2.62% $7.04B 2026-05-13 $105.11
2026 Q1 REDUCED 72.9% +30.0% ❌ 400,000 -1,077,600 -72.9% 0.01% $37.4M 2026-05-13 $105.11
2026 Q1 REDUCED 97.9% +30.0% ❌ 1,477,600 -68,300,306 -97.9% 0.05% $138.0M 2026-05-13 $105.11
2025 Q4 ADDED — — — 69,777,906 +69,277,906 +13855.6% 2.28% $6.58B 2026-02-12 $93.60
2025 Q4 REDUCED 53.0% -0.9% ✅ 500,000 -562,800 -53.0% 0.02% $47.1M 2026-02-12 $93.60
2025 Q4 REDUCED 98.5% -0.9% ✅ 1,062,800 -68,716,910 -98.5% 0.03% $100.2M 2026-02-12 $93.60
2025 Q3 ADDED — — — 69,779,710 +68,778,210 +6867.5% 2.14% $5.58B 2025-11-13 $79.62
2025 Q3 ADDED — — — 1,001,500 +219,400 +28.1% 0.03% $80.1M 2025-11-13 $79.62
2025 Q3 REDUCED 99.0% +18.3% ❌ 782,100 -75,832,573 -99.0% 0.02% $62.5M 2025-11-13 $79.62
2025 Q2 ADDED — — — 76,614,673 +76,312,973 +25294.3% 2.64% $5.64B 2025-08-05 $71.43
2025 Q2 REDUCED 65.6% +9.7% ❌ 301,700 -576,000 -65.6% 0.01% $22.2M 2025-08-05 $71.43
2025 Q2 REDUCED 99.1% +9.7% ❌ 877,700 -91,566,253 -99.1% 0.03% $64.6M 2025-08-05 $71.43
2025 Q1 ADDED — — — 92,443,953 +91,693,953 +12225.9% 2.69% $5.54B 2025-05-13 $61.94
2025 Q1 REDUCED 35.8% +24.1% ❌ 750,000 -417,400 -35.8% 0.02% $44.9M 2025-05-13 $61.94
2025 Q1 REDUCED 98.6% +24.1% ❌ 1,167,400 -82,554,428 -98.6% 0.03% $70.0M 2025-05-13 $61.94
2024 Q4 ADDED — — — 83,721,828 +82,909,428 +10205.5% 2.07% $4.45B 2025-02-13 $57.30
2024 Q4 REDUCED 42.0% +14.1% ❌ 812,400 -588,600 -42.0% 0.02% $43.2M 2025-02-13 $57.30
2024 Q4 REDUCED 98.5% +14.1% ❌ 1,401,000 -89,235,770 -98.5% 0.03% $74.5M 2025-02-13 $57.30
2024 Q3 ADDED — — — 90,636,770 +89,919,770 +12541.1% 2.52% $5.74B 2024-11-13 $52.90
2024 Q3 REDUCED 50.1% -15.1% ✅ 717,000 -719,900 -50.1% 0.02% $45.4M 2024-11-13 $52.90
2024 Q3 REDUCED 98.3% -15.1% ✅ 1,436,900 -84,121,074 -98.3% 0.04% $91.0M 2024-11-13 $52.90
2024 Q2 ADDED — — — 85,557,974 +84,982,774 +14774.5% 1.38% $4.74B 2024-08-14 $53.99
2024 Q2 REDUCED 62.3% +16.7% ❌ 575,200 -952,200 -62.3% 0.01% $31.9M 2024-08-14 $53.99
2024 Q2 REDUCED 98.4% +16.7% ❌ 1,527,400 -96,223,660 -98.4% 0.02% $84.7M 2024-08-14 $53.99
112 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TD

As of 2026 Q3 — sorted by position size

CANERECTOR INC 10.82% TD Waterhouse Canada Inc. 6.18% Addenda Capital Inc. 3Y 7Y 5.57% Burkett Asset Management Ltd 5.09% Triasima Portfolio Management inc. 3Y 5.0% GODSEY & GIBB, INC 3Y 7Y 2.52% Pacifica Partners Inc. 3Y 2.06% Applied Capital LLC/FL 3Y 1.08% Family Legacy, Inc. 3Y 7Y 0.74% Emergent Wealth Advisors, LLC 0.73%

FAQ About BANK OF MONTREAL /CAN/ and TD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF MONTREAL /CAN/ reported owning TD?

BANK OF MONTREAL /CAN/ reported TD across 26 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TD position in BANK OF MONTREAL /CAN/'s portfolio?

The largest reported portfolio weight for TD was 2.69% in 2025 Q1.

What is the latest reported TD position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF MONTREAL /CAN/ reported 62,731,681 shares, equal to 2.51% of portfolio, with an estimated market value of $7.62B.

What does the chart on this TD ownership page compare?

The chart compares BANK OF MONTREAL /CAN/'s quarterly TD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF MONTREAL /CAN/ time their TD position?

Based on 13F filing dates vs. subsequent TD price moves, BANK OF MONTREAL /CAN/ correctly timed 108 out of 137 reported position changes (79%). The annualised alpha on TD relative to SPY over the holding period was -1.1%.

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