TD Waterhouse Canada’s Heritage Global HGBL Stock Holding History

TD Waterhouse Canada’s Portfolio HGBL Stock Details HGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$839	Hold	698	–	–	﹤0.01%	2209
2026 Q1	$938	Buy	698 +20	+3%	+$26	﹤0.01%	2104
2025 Q4	$841	Hold	678	–	–	﹤0.01%	1891
2025 Q3	$1.11K	Hold	678	–	–	﹤0.01%	1890
2025 Q2	$1.48K	Hold	678	–	–	﹤0.01%	1761
2025 Q1	$1.5K	Hold	678	–	–	﹤0.01%	1705
2024 Q4	$1.25K	Hold	678	–	–	﹤0.01%	1765
2024 Q3	$1.11K	Hold	678	–	–	﹤0.01%	1702
2024 Q2	$1.64K	Hold	678	–	–	﹤0.01%	1671
2024 Q1	$2.38K	Buy	+678	New	+$1.93K	﹤0.01%	1658

Other funds holding HGBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $267M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

TD Waterhouse Canada's HGBL Position: Q2 2026 in Review

TD Waterhouse Canada held its Heritage Global (HGBL) position steady in Q2 2026 at 698 shares worth $839. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

TD Waterhouse Canada first reported a position in HGBL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.38K in Q1 2024. 8 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

TD Waterhouse Canada held 698 shares of Heritage Global worth $839 as of Q2 2026.
TD Waterhouse Canada left its Heritage Global share count unchanged in Q2 2026.
Heritage Global made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #2209 holding.
TD Waterhouse Canada first reported a position in Heritage Global in Q1 2024 and has held it in 10 quarters since.
TD Waterhouse Canada's Heritage Global position peaked at $2.38K in Q1 2024.
8 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.