Bank of Montreal’s Royal Bank of Canada RY Stock Holding History

Bank of Montreal’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.7M	Sell	425,000 -650,000	-60%	-$109M	0.03%	452
2025 Q4	$183M	Buy	1,075,000 +200,000	+23%	+$30.7M	0.06%	238
2025 Q3	$129M	Buy	875,000 +75,000	+9%	+$10.3M	0.05%	271
2025 Q2	$106M	Hold	800,000	–	–	0.05%	259
2025 Q1	$90.1M	Sell	800,000 -562,700	-41%	-$66.3M	0.04%	284
2024 Q4	$164M	Buy	1,362,700 +373,000	+38%	+$46M	0.08%	193
2024 Q3	$123M	Buy	989,700 +496,700	+101%	+$57M	0.05%	260
2024 Q2	$53.3M	Buy	493,000 +358,000	+265%	+$36.8M	0.02%	445
2024 Q1	$13.6M	Sell	135,000 -1,018,200	-88%	-$100M	﹤0.01%	870
2023 Q4	$117M	Buy	1,153,200 +535,700	+87%	+$47.2M	0.04%	271
2023 Q3	$56.4M	Buy	617,500 +195,000	+46%	+$18.1M	0.02%	381
2023 Q2	$40.4M	Buy	422,500 +125,500	+42%	+$12M	0.01%	476
2023 Q1	$39.1M	Buy	297,000 +152,000	+105%	+$15.1M	0.02%	457
2022 Q4	$14.1M	Buy	145,000 +45,000	+45%	+$4.25M	0.01%	833
2022 Q3	$9.2K	Buy	+100,000	New	+$9.59M	﹤0.01%	1034
2022 Q1	–	Sell	-300,000	Closed	-$32M	–	4270
2021 Q4	$32M	Sell	300,000 -250,000	-45%	-$26M	0.02%	576
2021 Q3	$55M	Buy	550,000 +547,000	+18,233%	+$55.7M	0.03%	524
2021 Q2	$302K	Buy	+3,000	New	+$297K	﹤0.01%	3052
2021 Q1	–	Sell	-305,000	Closed	-$25.7M	–	5308
2020 Q4	$25.7M	Buy	305,000 +195,000	+177%	+$15.1M	0.02%	614
2020 Q3	$7.91M	Sell	110,000 -25,000	-19%	-$1.8M	0.01%	965
2020 Q2	$9.07M	Sell	135,000 -183,000	-58%	-$11.6M	0.01%	871
2020 Q1	$18.8M	Buy	+318,000	New	+$23.6M	0.02%	515
2019 Q4	–	Sell	-752,500	Closed	-$61.1M	–	4985
2019 Q3	$61.1M	Buy	752,500 +2,500	+0.3%	+$195K	0.05%	295
2019 Q2	$59.5M	Buy	750,000 +650,000	+650%	+$50.8M	0.05%	323
2019 Q1	$7.55M	Sell	100,000 -523,900	-84%	-$39.6M	0.01%	960
2018 Q4	$42.8M	Buy	623,900 +100	+0%	+$7.3K	0.04%	359
2018 Q3	$50M	Buy	623,800 +76,900	+14%	+$6.03M	0.04%	370
2018 Q2	$41.2M	Buy	546,900 +480,000	+717%	+$36.8M	0.03%	400
2018 Q1	$5.17M	Buy	66,900 +56,900	+569%	+$4.62M	﹤0.01%	1135
2017 Q4	$817K	Buy	+10,000	New	+$793K	﹤0.01%	2047
2017 Q2	–	Sell	-35,000	Closed	-$2.55M	–	4268
2017 Q1	$2.55M	Sell	35,000 -26,000	-43%	-$1.88M	﹤0.01%	1403
2016 Q4	$3.95M	Buy	61,000 +47,500	+352%	+$3.08M	﹤0.01%	1184
2016 Q3	$836K	Sell	13,500 -67,000	-83%	-$4.12M	﹤0.01%	1898
2016 Q2	$4.76M	Buy	80,500 +28,700	+55%	+$1.72M	0.01%	1115
2016 Q1	$2.98M	Buy	51,800 +31,800	+159%	+$1.65M	﹤0.01%	1244
2015 Q4	$1.07M	Sell	20,000 -213,000	-91%	-$11.9M	﹤0.01%	1690
2015 Q3	$12.9M	Buy	+233,000	New	+$13.3M	0.02%	610
2015 Q2	–	Sell	-201,200	Closed	-$12.1M	–	4086
2015 Q1	$12.1M	Sell	201,200 -287,200	-59%	-$17.7M	0.01%	721
2014 Q4	$33.7M	Sell	488,400 -141,700	-22%	-$10M	0.04%	353
2014 Q3	$45M	Sell	630,100 -36,000	-5%	-$2.65M	0.05%	305
2014 Q2	$47.6M	Sell	666,100 -104,600	-14%	-$7.09M	0.05%	269
2014 Q1	$50.9M	Buy	770,700 +752,600	+4,158%	+$48.7M	0.07%	232
2013 Q4	$1.22M	Sell	18,100 -40,000	-69%	-$2.65M	﹤0.01%	1382
2013 Q3	$3.73M	Sell	58,100 -150,000	-72%	-$9.32M	0.01%	889
2013 Q2	$12.1M	Buy	+208,100	New	+$12.4M	0.02%	432

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's RY Position: Q1 2026 in Review

Bank of Montreal increased its Royal Bank of Canada (RY) stake by 4.2% in Q1 2026, buying an estimated $421M and bringing the position to 62,158,399 shares worth $10.1B. The position accounts for 3.74% of the portfolio, ranked #1.

Bank of Montreal first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2B in Q4 2025. 943 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Bank of Montreal held 62,158,399 shares of Royal Bank of Canada worth $10.1B as of Q1 2026.
Bank of Montreal bought 2,514,222 Royal Bank of Canada shares in Q1 2026, an estimated $421M.
Royal Bank of Canada made up 3.74% of Bank of Montreal's portfolio in Q1 2026, its #1 holding.
Bank of Montreal first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Royal Bank of Canada position peaked at $10.2B in Q4 2025.
943 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.