Lorne Steinberg Wealth Management
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Lorne Steinberg Wealth Management’s Royal Bank of Canada RY Stock Holding History

Lorne Steinberg Wealth 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
Q3 		$26.2M Buy
133,170
+648
+0.5% +$135K 5.52% 1
2026
Q2 		$27.4M Buy
132,522
+2,155
+2% +$400K 5.64% 1
2026
Q1 		$21.1M Buy
130,367
+2,443
+2% +$409K 4.99% 1
2025
Q4 		$21.8M Buy
127,924
+1,007
+0.8% +$155K 5.02% 1
2025
Q3 		$18.7M Buy
126,917
+5,013
+4% +$691K 4.51% 1
2025
Q2 		$16.1M Buy
121,904
+5,429
+5% +$664K 4.2% 1
2025
Q1 		$13.1M Buy
116,475
+4,413
+4% +$520K 3.83% 1
2024
Q4 		$13.5M Sell
112,062
-514
-0.5% -$63.4K 3.91% 1
2024
Q3 		$14.1M Buy
112,576
+8,360
+8% +$960K 4.06% 1
2024
Q2 		$11.1M Sell
104,216
-1,952
-2% -$201K 3.57% 3
2024
Q1 		$10.7M Sell
106,168
-306
-0.3% -$30.2K 3.34% 2
2023
Q4 		$10.8M Buy
106,474
+5,017
+5% +$442K 3.62% 1
2023
Q3 		$8.91M Buy
101,457
+7,981
+9% +$742K 3.43% 1
2023
Q2 		$8.93M Buy
93,476
+6,951
+8% +$664K 3.36% 2
2023
Q1 		$8.26M Buy
86,525
+656
+0.8% +$65K 3.3% 1
2022
Q4 		$8.07M Sell
85,869
-552
-0.6% -$52.1K 3.47% 1
2022
Q3 		$7.84M Buy
86,421
+3,858
+5% +$370K 3.81% 1
2022
Q2 		$7.99M Buy
82,563
+3,497
+4% +$358K 3.76% 1
2022
Q1 		$8.71M Buy
79,066
+1,954
+3% +$219K 4.02% 1
2021
Q4 		$8.17M Buy
77,112
+3,350
+5% +$348K 3.51% 4
2021
Q3 		$7.3M Sell
73,762
-745
-1% -$75.9K 3.53% 3
2021
Q2 		$7.54M Buy
74,507
+827
+1% +$82K 3.71% 1
2021
Q1 		$6.79M Buy
73,680
+6,736
+10% +$586K 3.59% 1
2020
Q4 		$5.52M Buy
+66,944
New +$5.18M 3.43% 6

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Lorne Steinberg Wealth Management's RY Position: Q3 2026 in Review

Lorne Steinberg Wealth Management increased its Royal Bank of Canada (RY) stake by 0.49% in Q3 2026, buying an estimated $135K and bringing the position to 133,170 shares worth $26.2M. The position accounts for 5.52% of the portfolio, ranked #1.

Lorne Steinberg Wealth Management first reported a position in RY in Q4 2020 and has held it in 24 quarters since. The position peaked at $27.4M in Q2 2026. 746 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Lorne Steinberg Wealth Management held 133,170 shares of Royal Bank of Canada worth $26.2M as of Q3 2026.
  • Lorne Steinberg Wealth Management bought 648 Royal Bank of Canada shares in Q3 2026, an estimated $135K.
  • Royal Bank of Canada made up 5.52% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Lorne Steinberg Wealth Management first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 24 quarters since.
  • Lorne Steinberg Wealth Management's Royal Bank of Canada position peaked at $27.4M in Q2 2026.
  • 746 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.