IFWM
RCI icon

Institute for Wealth Management’s Rogers Communications RCI Stock Holding History

Institute for Wealth Management’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.6K Buy
+2,758
New +$99.5K 0.01% 705
2024
Q4 		– Sell
-5,488
Closed -$221K – 556
2024
Q3 		$221K Hold
5,488
– – 0.03% 498
2024
Q2 		$203K Hold
5,488
– – 0.03% 478
2024
Q1 		$225K Hold
5,488
– – 0.03% 455
2023
Q4 		$257K Hold
5,488
– – 0.04% 402
2023
Q3 		$211K Sell
5,488
-32
-0.6% -$1.34K 0.04% 425
2023
Q2 		$252K Sell
5,520
-56
-1% -$2.63K 0.04% 404
2023
Q1 		$259K Sell
5,576
-105
-2% -$4.98K 0.05% 385
2022
Q4 		$266K Hold
5,681
– – 0.06% 371
2022
Q3 		$219K Hold
5,681
– – 0.05% 403
2022
Q2 		$272K Hold
5,681
– – 0.05% 417
2022
Q1 		$322K Hold
5,681
– – 0.05% 406
2021
Q4 		$271K Sell
5,681
-16
-0.3% -$750 0.04% 402
2021
Q3 		$266K Sell
5,697
-105
-2% -$5.29K 0.05% 405
2021
Q2 		$308K Sell
5,802
-98
-2% -$4.95K 0.05% 370
2021
Q1 		$272K Sell
5,900
-129
-2% -$6.04K 0.05% 378
2020
Q4 		$281K Buy
6,029
+632
+12% +$28K 0.06% 363
2020
Q3 		$214K Sell
5,397
-36
-0.7% -$1.48K 0.05% 385
2020
Q2 		$218K Sell
5,433
-614
-10% -$25.6K 0.05% 383
2020
Q1 		$251K Hold
6,047
– – 0.08% 316
2019
Q4 		$300K Sell
6,047
-1,160
-16% -$55.9K 0.07% 347
2019
Q3 		$351K Hold
7,207
– – 0.09% 297
2019
Q2 		$386K Buy
7,207
+380
+6% +$19.8K 0.09% 298
2019
Q1 		$368K Buy
+6,827
New +$368K 0.08% 293
2017
Q3 		– Sell
-5,724
Closed -$271K – 365
2017
Q2 		$271K Buy
+5,724
New +$264K 0.07% 331

Other funds holding RCI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Institute for Wealth Management's RCI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Rogers Communications (RCI) in Q2 2026: 2,758 shares worth $89.6K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RCI as recently as Q3 2024.

Institute for Wealth Management first reported a position in RCI in Q2 2017 and has held it in 25 quarters since. The position peaked at $386K in Q2 2019. 310 funds tracked by Wall St. Rank hold RCI as of Q2 2026.

  • Institute for Wealth Management held 2,758 shares of Rogers Communications worth $89.6K as of Q2 2026.
  • Rogers Communications was a new Institute for Wealth Management position in Q2 2026.
  • Rogers Communications made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #705 holding.
  • Institute for Wealth Management first reported a position in Rogers Communications in Q2 2017 and has held it in 25 quarters since.
  • Institute for Wealth Management's Rogers Communications position peaked at $386K in Q2 2019.
  • 310 funds tracked by Wall St. Rank held Rogers Communications as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.