MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd opened 2 positions, added to 22, reduced 30, sold out of 2 and left 8 unchanged. The largest increase in value was RY (+$26,973); the largest decrease was PBA (-$45,435).
- RY: Country of operation —; Class COM; Shares 2026-03-31 407,274; Shares 2026-06-30 319,503.
- TD: Country of operation —; Class COM; Shares 2026-03-31 690,433; Shares 2026-06-30 526,877.
- BNS: Country of operation —; Class COM; Shares 2026-03-31 577,451; Shares 2026-06-30 458,826.
- CNI: Country of operation —; Class COM; Shares 2026-03-31 404,264; Shares 2026-06-30 324,110.
Two Form 13F-HR filings compared (SEC CIK 1058231): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
RY
ROYAL BANK OF CANADA | | COM | 407,274 | 319,503 | -87,771 | $66,859 | $93,832 | +$26,973 |
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TD
TORONTO DOMINION BK ONT | | COM | 690,433 | 526,877 | -163,556 | $65,481 | $90,855 | +$25,374 |
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BNS
BANK NOVA SCOTIA HALIFAX | | COM | 577,451 | 458,826 | -118,625 | $40,665 | $56,559 | +$15,894 |
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CNI
CANADIAN NATL RY CO COM | | COM | 404,264 | 324,110 | -80,154 | $42,254 | $54,856 | +$12,602 |
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TRP
TC ENERGY CORP. | | COM | 767,761 | 605,977 | -161,784 | $48,822 | $56,913 | +$8,091 |
|---|
CM
CANADIAN IMPERIAL BANK OF COMMERCE | | COM | 293,506 | 220,139 | -73,367 | $28,247 | $35,953 | +$7,706 |
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VZ
VERIZON COMMUNICATIONS | United States | COM | 186,004 | 108,554 | -77,450 | $9,337 | $4,596 | -$4,741 |
|---|
NTR
NUTRIEN LTD. | | COM | 434,978 | 320,313 | -114,665 | $33,344 | $28,620 | -$4,724 |
|---|
GLW
CORNING INC. | United States | COM | 34,141 | 599 | -33,542 | $4,642 | $153 | -$4,489 |
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PFE
PFIZER INC | United States | COM | 401,310 | 302,092 | -99,218 | $11,268 | $7,274 | -$3,994 |
|---|
MFC
MANULIFE FINL CORP COM | | COM | 688,793 | 479,103 | -209,690 | $24,095 | $27,558 | +$3,463 |
|---|
SU
SUNCOR ENERGY INC | | COM | 513,151 | 408,759 | -104,392 | $34,466 | $31,188 | -$3,278 |
|---|
CNQ
CANADIAN NAT RES LTD COM | | COM | 697,039 | 557,895 | -139,144 | $34,529 | $31,309 | -$3,220 |
|---|
BCE
BCE INC | | COM | 1,843,830 | 1,445,763 | -398,067 | $47,244 | $44,168 | -$3,076 |
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CSCO
CISCO SYSTEMS INC. | United States | COM | 144,285 | 69,320 | -74,965 | $11,195 | $8,142 | -$3,053 |
|---|
QSR
RESTAURANT BRANDS INTL INC. | | COM | 453,400 | 357,508 | -95,892 | $34,071 | $36,777 | +$2,706 |
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MGA
MAGNA INTL INC | | COM | 393,015 | 266,320 | -126,695 | $22,289 | $24,837 | +$2,548 |
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TU
TELUS CORP. | | COM | 2,103,236 | 1,951,523 | -151,713 | $27,452 | $29,273 | +$1,821 |
|---|
BEP
BROOKFIELD RENEWABLE ENERGY | | PARTNERSHIP UNIT | 572,389 | 422,025 | -150,364 | $18,961 | $20,755 | +$1,794 |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 687,609 | 439,774 | -247,835 | $28,295 | $26,611 | -$1,684 |
|---|
MS
MORGAN STANLEY | United States | COM | 28,279 | 27,805 | -474 | $4,653 | $5,812 | +$1,159 |
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WMT
WALMART INC | United States | COM | 43,851 | 43,169 | -682 | $5,449 | $4,889 | -$560 |
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GNTX
GENTEX CORP. | United States | PUT | 139,828 | 139,650 | -178 | $3,055 | $3,529 | +$474 |
|---|
RCI
ROGERS COMMUNICATIONS INC | | CL B | 76,562 | 74,117 | -2,445 | $2,990 | $3,420 | +$430 |
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BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 70,083 | 43,179 | -26,904 | $3,164 | $2,747 | -$417 |
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SPG
SIMON PPTY GROUP NEW | United States | COM | 9,817 | 6,537 | -3,280 | $1,831 | $1,462 | -$369 |
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C
CITIGROUP INC. | United States | COM | 42,269 | 36,613 | -5,656 | $4,793 | $5,124 | +$331 |
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TJX
TJX COMPANIES INC. | United States | COM | 21,540 | 21,189 | -351 | $3,439 | $3,210 | -$229 |
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BXP
BXP INC. | United States | COM | 12,098 | 11,822 | -276 | $627 | $784 | +$157 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 9,389 | 9,263 | -126 | $2,295 | $2,353 | +$58 |
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