Plato Investment Management Ltd TD Toronto-Dominion Bank/The

Ownership history in Plato Investment Management Ltd  ·  6 quarters on record

AI Ownership Summary

Plato Investment Management Ltd reported Toronto-Dominion Bank/The (TD) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.43% in 2026 Q2. The latest visible filing shows TD at 0.43% 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.

What this TD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plato Investment Management Ltd's position in Toronto-Dominion Bank/The, 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 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 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.

How Plato Investment Management Ltd 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 62,530 +14,598 +30.5% 0.43% $7.6M 2026-08-07 $121.31
2026 Q1 ADDED 47,932 +7,007 +17.1% 0.30% $4.5M 2026-05-05 $105.24
2025 Q4 UNCHANGED 40,925 0% 0.25% $3.9M 2026-02-04 $94.07
2025 Q3 ADDED 40,925 +53 +0.1% 0.22% $3.2M 2025-11-05 $79.50
2025 Q2 ADDED 40,872 +36,752 +892.0% 0.22% $3.0M 2025-08-05 $71.93
2024 Q3 INITIATED 4,120 0.02% $261K 2024-11-06 $53.71

FAQ About Plato Investment Management Ltd and TD

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

How long has Plato Investment Management Ltd reported owning TD?

Plato Investment Management Ltd reported TD across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported TD position in Plato Investment Management Ltd's portfolio?

The largest reported portfolio weight for TD was 0.43% in 2026 Q2.

What is the latest reported TD position on this page?

The most recent filing on this page is 2026 Q2, when Plato Investment Management Ltd reported 62,530 shares, equal to 0.43% of portfolio, with an estimated market value of $7.6M.

What does the chart on this TD ownership page compare?

The chart compares Plato Investment Management Ltd'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 Plato Investment Management Ltd time their TD position?

Based on 13F filing dates vs. subsequent TD price moves, Plato Investment Management Ltd correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on TD relative to SPY over the holding period was +35.3%.

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