TD Waterhouse Canada
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TD Waterhouse Canada’s Lazard Global Total Return & Income Fund LGI Stock Holding History

TD Waterhouse Canada’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,100
Closed -$18.1K – 2471
2026
Q1 		$18.1K Buy
+1,100
New +$20K ﹤0.01% 1607

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Wells Fargo
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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TD Waterhouse Canada sold out of Lazard Global Total Return & Income Fund (LGI) in Q2 2026, closing a stake of 1,100 shares — an estimated $18.1K sold.

TD Waterhouse Canada first reported a position in LGI in Q1 2026 and held it in 1 quarter. The position peaked at $18.1K in Q1 2026. 42 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

  • TD Waterhouse Canada reported no remaining Lazard Global Total Return & Income Fund position as of Q2 2026 after selling out during the quarter.
  • TD Waterhouse Canada sold 1,100 Lazard Global Total Return & Income Fund shares in Q2 2026, an estimated $18.1K.
  • TD Waterhouse Canada first reported a position in Lazard Global Total Return & Income Fund in Q1 2026 and held it in 1 quarter.
  • TD Waterhouse Canada's Lazard Global Total Return & Income Fund position peaked at $18.1K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

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