MORGUARD LINCLUDEN GLOBAL INVESTMENTS
MORGUARD LINCLUDEN GLOBAL INVESTMENTS reported 67 stocks worth $1M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are RY (8.5%), TD (8.3%) and BNS (5.6%). Compared with Q2 2026, the fund opened new positions in PBA and SNY, added to CIGI, DSGX and WMT, trimmed RY, TD and BNS and sold out of GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RY Royal BK Cda | $87K | 8.5% | 312K | −7,988 (−3%) | 8 of 8 | |
| 2 |  TD Toronto Dominion BK Ont | $85K | 8.3% | 509K | −18K (−3%) | 8 of 8 | |
| 3 |  BNS Bank Nova Scotia Halifax | $57K | 5.6% | 444K | −15K (−3%) | 8 of 8 | |
| 4 |  CNI Canadian Natl RY Co F | $52K | 5.1% | 309K | −15K (−5%) | 8 of 8 | |
| 5 |  PBA Pembina Pipeline Corp | $49K | 4.8% | 769K | New position | 7 of 8 | |
| 6 |  TRP TC Energy Corp | $49K | 4.8% | 590K | −16K (−3%) | 8 of 8 | |
| 7 |  BCE Bce Inc | $41K | 4.0% | 1.4M | −40K (−3%) | 8 of 8 | |
| 8 |  GIB Cgi Inc | $39K | 3.9% | 408K | −9,729 (−2%) | 8 of 8 | |
| 9 |  SU Suncor Energy Inc New | $38K | 3.8% | 398K | −10K (−3%) | 8 of 8 | |
| 10 |  CNQ Canadian Nat Res Ltd | $36K | 3.6% | 545K | −13K (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
SANOFI SA | $3K | 77K |
AVALONBAY CMNTYS INC | $2K | 12K |
 GLW Corning Inc | $153 | 599 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MORGUARD LINCLUDEN GLOBAL INVESTMENTS 13F FAQ
What does MORGUARD LINCLUDEN GLOBAL INVESTMENTS own?
MORGUARD LINCLUDEN GLOBAL INVESTMENTS reported 67 stocks worth $1M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are RY (8.5%), TD (8.3%) and BNS (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did MORGUARD LINCLUDEN GLOBAL INVESTMENTS buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 11 added to, 49 trimmed and 3 sold out. New positions include PBA and SNY. It sold all of GLW.
When will MORGUARD LINCLUDEN GLOBAL INVESTMENTS file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MORGUARD LINCLUDEN GLOBAL INVESTMENTS's portfolio worth?
The Q3 2026 filing reports $1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.