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Lincluden Management’s Royal Bank of Canada RY Stock Holding History

Lincluden 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 		$66.9M Sell
407,274
-19,987
-5% -$3.34M 7.12% 1
2025
Q4 		$100M Sell
427,261
-16,521
-4% -$2.54M 8.49% 2
2025
Q3 		$65M Sell
443,782
-51,926
-10% -$7.16M 7.24% 2
2025
Q2 		$65.3M Sell
495,708
-47,639
-9% -$5.83M 7.21% 2
2025
Q1 		$61.2M Sell
543,347
-48,208
-8% -$5.68M 7.78% 2
2024
Q4 		$71.3M Sell
591,555
-14,614
-2% -$1.8M 8.63% 1
2024
Q3 		$75.7M Sell
606,169
-19,996
-3% -$2.3M 8.26% 1
2024
Q2 		$66.7M Sell
626,165
-4,008
-0.6% -$412K 8.1% 1
2024
Q1 		$63.5M Sell
630,173
-19,299
-3% -$1.9M 7.54% 2
2023
Q4 		$65.7M Sell
649,472
-121,877
-16% -$10.7M 7.97% 2
2023
Q3 		$67.5M Sell
771,349
-14,531
-2% -$1.35M 8.16% 2
2023
Q2 		$75.1M Sell
785,880
-20,973
-3% -$2M 8.65% 2
2023
Q1 		$77M Buy
806,853
+12,159
+2% +$1.2M 8.74% 2
2022
Q4 		$74.7M Sell
794,694
-21,614
-3% -$2.04M 8.67% 2
2022
Q3 		$73.5M Sell
816,308
-56,863
-7% -$5.45M 9.36% 2
2022
Q2 		$84.5M Sell
873,171
-46,938
-5% -$4.8M 9.25% 2
2022
Q1 		$101M Sell
920,109
-25,500
-3% -$2.86M 8.97% 2
2021
Q4 		$100M Buy
945,609
+22,377
+2% +$2.32M 9.17% 2
2021
Q3 		$91.9M Buy
923,232
+3,414
+0.4% +$348K 9.22% 2
2021
Q2 		$93.2M Sell
919,818
-105,111
-10% -$10.4M 8.94% 2
2021
Q1 		$94.5M Sell
1,024,929
-39,660
-4% -$3.45M 9.17% 2
2020
Q4 		$87.5M Sell
1,064,589
-317,358
-23% -$24.6M 9.11% 2
2020
Q3 		$97M Buy
1,381,947
+4,270
+0.3% +$307K 9.59% 1
2020
Q2 		$93.5M Buy
1,377,677
+95,253
+7% +$6.06M 9.81% 1
2020
Q1 		$79.5M Buy
1,282,424
+42,055
+3% +$3.12M 9.59% 2
2019
Q4 		$98.1M Buy
1,240,369
+20,040
+2% +$1.61M 8.84% 2
2019
Q3 		$99M Buy
1,220,329
+12,105
+1% +$945K 9.18% 2
2019
Q2 		$96K Sell
1,208,224
-21,935
-2% -$1.71M 6.11% 3
2019
Q1 		$92.8M Sell
1,230,159
-13,450
-1% -$1.02M 8.89% 2
2018
Q4 		$85.1M Sell
1,243,609
-120,748
-9% -$8.81M 6.54% 3
2018
Q3 		$108M Sell
1,364,357
-59,965
-4% -$4.7M 8.98% 2
2018
Q2 		$107M Buy
1,424,322
+33,670
+2% +$2.58M 7.82% 2
2018
Q1 		$107M Buy
1,390,652
+625,357
+82% +$50.8M 8.6% 2
2017
Q4 		$122M Sell
765,295
-658,832
-46% -$52.2M 8.45% 2
2017
Q3 		$110M Buy
1,424,127
+128,882
+10% +$9.62M 8.55% 2
2017
Q2 		$122M Sell
1,295,245
-8,854
-0.7% -$621K 10.51% 1
2017
Q1 		$94.9M Buy
1,304,099
+183,706
+16% +$13.3M 8.54% 2
2016
Q4 		$75.7M Buy
1,120,393
+349,387
+45% +$22.6M 8.25% 1
2016
Q3 		$47.7M Buy
771,006
+93,780
+14% +$5.76M 7.01% 1
2016
Q2 		$40M Sell
677,226
-10,810
-2% -$650K 6.64% 1
2016
Q1 		$39.6M Buy
688,036
+113,895
+20% +$5.9M 6.69% 1
2015
Q4 		$30.8M Sell
574,141
-24,990
-4% -$1.4M 6.25% 2
2015
Q3 		$33.2M Sell
599,131
-134,580
-18% -$7.66M 6.42% 2
2015
Q2 		$44.9K Sell
733,711
-34,665
-5% -$2.23M 5.52% 3
2015
Q1 		$46.3M Buy
768,376
+80,778
+12% +$4.97M 6.6% 2
2014
Q4 		$44.3M Sell
687,598
-51,355
-7% -$3.63M 4.38% 3
2014
Q3 		$67.1M Sell
738,953
-23,250
-3% -$1.71M 6.52% 2
2014
Q2 		$62M Buy
762,203
+10,830
+1% +$735K 5.66% 2
2014
Q1 		$60.6M Sell
751,373
-5,435
-0.7% -$351K 5.69% 2
2013
Q4 		$50.9M Buy
756,808
+109,810
+17% +$7.28M 4.62% 3
2013
Q3 		$41.4M Sell
646,998
-11,765
-2% -$731K 5.17% 2
2013
Q2 		$42.4K Buy
+658,763
New +$39.3M 0.1% 4

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

Lincluden Management's RY Position: Q1 2026 in Review

Lincluden Management reduced its Royal Bank of Canada (RY) stake by 4.7% in Q1 2026, selling an estimated $3.34M and leaving 407,274 shares worth $66.9M. The position accounts for 7.12% of the portfolio, ranked #1.

Lincluden Management first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q2 2017. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Lincluden Management held 407,274 shares of Royal Bank of Canada worth $66.9M as of Q1 2026.
  • Lincluden Management sold 19,987 Royal Bank of Canada shares in Q1 2026, an estimated $3.34M.
  • Royal Bank of Canada made up 7.12% of Lincluden Management's portfolio in Q1 2026, its #1 holding.
  • Lincluden Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • Lincluden Management's Royal Bank of Canada position peaked at $122M in Q2 2017.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.