TD Waterhouse Canada Inc. BK BANK NEW YORK MELLON CORP

Ownership history in TD Waterhouse Canada Inc.  ·  10 quarters on record

AI Ownership Summary

TD Waterhouse Canada Inc. reported BANK NEW YORK MELLON CORP (BK) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 Q2. The latest visible filing shows BK at 0.24% 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 BK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD Waterhouse Canada Inc.'s position in BANK NEW YORK MELLON CORP, 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

BK was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% 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 Q1 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 TD Waterhouse Canada Inc. held BK — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 611,028 +315,377 +106.7% 0.24% $89.3M 2026-07-27 $157.77
2026 Q1 ADDED 295,651 +62,300 +26.7% 0.11% $35.7M 2026-05-12 $133.44
2025 Q4 REDUCED 233,351 -14,774 -6.0% 0.17% $27.1M 2026-01-27 $118.87
2025 Q3 ADDED 248,125 +46,495 +23.1% 0.17% $26.5M 2025-11-03 $108.06
2025 Q2 ADDED 201,630 +70,355 +53.6% 0.13% $18.3M 2025-08-11 $103.27
2025 Q1 ADDED 131,275 +63,251 +93.0% 0.09% $11.0M 2025-05-09 $85.91
2024 Q4 ADDED 68,024 +3,635 +5.6% 0.04% $5.2M 2025-02-13 $86.88
2024 Q3 ADDED 64,389 +44,894 +230.3% 0.04% $4.6M 2024-11-12 $77.95
2024 Q2 UNCHANGED 19,495 0% 0.01% $1.5M 2024-08-02 $63.12
2024 Q1 INITIATED 19,495 0.01% $1.4M 2024-05-10 $58.44

FAQ About TD Waterhouse Canada Inc. and BK

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

How long has TD Waterhouse Canada Inc. reported owning BK?

TD Waterhouse Canada Inc. reported BK across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BK position in TD Waterhouse Canada Inc.'s portfolio?

The largest reported portfolio weight for BK was 0.24% in 2026 Q2.

What is the latest reported BK position on this page?

The most recent filing on this page is 2026 Q2, when TD Waterhouse Canada Inc. reported 611,028 shares, equal to 0.24% of portfolio, with an estimated market value of $89.3M.

What does the chart on this BK ownership page compare?

The chart compares TD Waterhouse Canada Inc.'s quarterly BK 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 TD Waterhouse Canada Inc. time their BK position?

Based on 13F filing dates vs. subsequent BK price moves, TD Waterhouse Canada Inc. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BK relative to SPY over the holding period was +497.1%.

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