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Heathbridge Capital Management’s Royal Bank of Canada RY Stock Holding History

Heathbridge Capital Management’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 		$13.3M Hold
82,500
– – 4.84% 9
2025
Q4 		$14.1M Hold
82,500
– – 5.38% 8
2025
Q3 		$12.2M Hold
82,500
– – 4.66% 10
2025
Q2 		$10.9M Hold
82,500
– – 4.36% 11
2025
Q1 		$9.3M Sell
82,500
-8,800
-10% -$1.04M 3.78% 14
2024
Q4 		$11M Sell
91,300
-200
-0.2% -$24.7K 4.38% 9
2024
Q3 		$11.4M Hold
91,500
– – 4.34% 12
2024
Q2 		$9.74M Hold
91,500
– – 4.13% 13
2024
Q1 		$9.23M Sell
91,500
-637
-0.7% -$62.9K 3.57% 15
2023
Q4 		$9.33M Hold
92,137
– – 4% 15
2023
Q3 		$8.09M Buy
92,137
+637
+0.7% +$59.2K 3.7% 16
2023
Q2 		$8.74M Sell
91,500
-15,223
-14% -$1.45M 3.81% 15
2023
Q1 		$10.2M Sell
106,723
-10,000
-9% -$991K 4.3% 12
2022
Q4 		$11M Sell
116,723
-11,565
-9% -$1.09M 4.21% 10
2022
Q3 		$11.5M Hold
128,288
– – 5.22% 9
2022
Q2 		$12.4M Hold
128,288
– – 5.1% 9
2022
Q1 		$14.1M Sell
128,288
-1,385
-1% -$155K 4.49% 10
2021
Q4 		$13.7M Sell
129,673
-200
-0.2% -$20.8K 3.93% 12
2021
Q3 		$12.9M Hold
129,873
– – 3.88% 13
2021
Q2 		$13.2M Sell
129,873
-2,600
-2% -$258K 3.53% 13
2021
Q1 		$12.2M Sell
132,473
-450
-0.3% -$39.2K 3.35% 15
2020
Q4 		$10.9M Buy
132,923
+6,223
+5% +$482K 3.69% 13
2020
Q3 		$8.88M Sell
126,700
-6,223
-5% -$447K 3.47% 13
2020
Q2 		$8.98M Sell
132,923
-13,100
-9% -$833K 3.06% 15
2020
Q1 		$8.97M Buy
146,023
+5,473
+4% +$406K 2.4% 17
2019
Q4 		$11.1M Hold
140,550
– – 2.27% 17
2019
Q3 		$11.4M Sell
140,550
-52,600
-27% -$4.11M 2.46% 17
2019
Q2 		$15.4M Sell
193,150
-4,200
-2% -$328K 3.13% 18
2019
Q1 		$14.9M Hold
197,350
– – 2.98% 18
2018
Q4 		$13.5M Hold
197,350
– – 3.03% 18
2018
Q3 		$15.8M Sell
197,350
-7,095
-3% -$556K 3.23% 18
2018
Q2 		$15.4M Sell
204,445
-17,537
-8% -$1.34M 3.25% 18
2018
Q1 		$17.1M Buy
221,982
+60
+0% +$4.87K 3.49% 18
2017
Q4 		$17.8M Buy
221,922
+810
+0.4% +$64.2K 3.47% 16
2017
Q3 		$17.4M Buy
221,112
+62
+0% +$4.63K 3.5% 16
2017
Q2 		$16.1M Buy
221,050
+214,313
+3,181% +$15M 3.46% 17
2017
Q1 		$490K Sell
6,737
-345
-5% -$25K 0.12% 21
2016
Q4 		$479K Sell
7,082
-3,823
-35% -$248K 0.11% 24
2016
Q3 		$676K Buy
10,905
+107
+1% +$6.58K 0.18% 21
2016
Q2 		$824 Sell
10,798
-1,871
-15% -$112K ﹤0.01% 28
2016
Q1 		$731K Buy
12,669
+141
+1% +$7.31K 0.2% 19
2015
Q4 		$718K Buy
12,528
+127
+1% +$7.12K 0.2% 18
2015
Q3 		$915K Buy
12,401
+123
+1% +$7K 0.19% 19
2015
Q2 		$751K Sell
12,278
-875
-7% -$56.3K 0.19% 18
2015
Q1 		$791K Sell
13,153
-375
-3% -$23.1K 0.21% 17
2014
Q4 		$934K Buy
13,528
+116
+0.9% +$8.2K 0.24% 17
2014
Q3 		$959K Buy
13,412
+110
+0.8% +$8.1K 0.27% 16
2014
Q2 		$951K Buy
13,302
+622
+5% +$42.2K 0.24% 18
2014
Q1 		$836K Buy
12,680
+116
+0.9% +$7.5K 0.23% 18
2013
Q4 		$844K Buy
12,564
+115
+0.9% +$7.63K 0.25% 18
2013
Q3 		$822K Buy
12,449
+118
+1% +$7.33K 0.25% 18
2013
Q2 		$719K Buy
+12,331
New +$736K 0.25% 18

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heathbridge Capital Management's RY Position: Q1 2026 in Review

Heathbridge Capital Management held its Royal Bank of Canada (RY) position steady in Q1 2026 at 82,500 shares worth $13.3M. The position accounts for 4.84% of the portfolio, ranked #9.

Heathbridge Capital Management first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.8M in Q4 2017. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Heathbridge Capital Management held 82,500 shares of Royal Bank of Canada worth $13.3M as of Q1 2026.
  • Heathbridge Capital Management left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 4.84% of Heathbridge Capital Management's portfolio in Q1 2026, its #9 holding.
  • Heathbridge Capital Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • Heathbridge Capital Management's Royal Bank of Canada position peaked at $17.8M in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Heathbridge Capital Management's 13F filing for Q1 2026, filed 14 May 2026.