Credential Securities Inc. - Portfolio overview

Credential Securities Inc. has 241 reported holdings in this dataset, with the latest filing dated 2025-07-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

  1. TD - TORONTO DOMINION BK ONT, 6.94%
  2. CNQ - CANADIAN NAT RES LTD, 6.48%
  3. BNS - BANK N S HALIFAX, 5.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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