TD β€” Toronto Dominion Bank

Ownership history in Corient IA LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Corient IA LLC reported a position in Toronto Dominion Bank (TD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2025 Q3)
πŸ“Š Avg. % of fund
0.15%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    TD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,000 β€” 0% 0.18% $240K $79.95
2025 Q2 INITIATED 3,000 β€” β€” 0.13% $220K $72.69

🏒 Other funds also holding TD

As of 2025 Q4 β€” sorted by position size

Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 10.3% LINCLUDEN MANAGEMENT LTD 3Y 7Y 9.11% Heathbridge Capital Management Ltd. 3Y 7Y 8.84% MUFG SECURITIES (CANADA), LTD. 3Y 6.77% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 6.26% Aviso Financial Inc. 6.06% CIBC WORLD MARKET INC. 3Y 7Y 5.88% Guardian Partners Inc. 5.46% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 5.45% TD Waterhouse Canada Inc. 5.44%
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