SEC 13F Intelligence

Managers / Q2 2025

Credential Qtrade Securities Inc.NEW FILER

CIK 0002077908 · 700 - 1111 WEST GEORGIA STREET, VANCOUVER, V6E 4T6 · 1.888.545.5959

Reported Value
$1.9B
Q2 2025
Positions
379
Filings on Record
23
2019–present window
Filed
Jul 21, 2025
original filing

Summary

Credential Qtrade Securities Inc. reported $1.9B in U.S.-listed holdings across 379 positions for Q2 2025.

Its largest position, TD, represents 6.9% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $1.9BQ2 ’25filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.2%ADR: 6.5%ETP: 4.3%Other: 3.6%REIT: 0.4%Other: 0.0%
  • Common Stock · 85.2% · $1.6B
  • ADR · 6.5% · $122M
  • ETP · 4.3% · $80M
  • Other · 3.6% · $67M
  • REIT · 0.4% · $8M
  • Other · 0.0% · $94,263

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$1.9B379Jul 21, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.