LSWM
RY icon

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
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

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

Lorne Steinberg Wealth Management's RY Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Royal Bank of Canada (RY) stake by 1.9% in Q1 2026, buying an estimated $409K and bringing the position to 130,367 shares worth $21.1M. The position accounts for 4.99% of the portfolio, ranked #1.

Lorne Steinberg Wealth Management first reported a position in RY in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.8M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Lorne Steinberg Wealth Management held 130,367 shares of Royal Bank of Canada worth $21.1M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 2,443 Royal Bank of Canada shares in Q1 2026, an estimated $409K.
  • Royal Bank of Canada made up 4.99% of Lorne Steinberg Wealth Management's portfolio in Q1 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 22 quarters since.
  • Lorne Steinberg Wealth Management's Royal Bank of Canada position peaked at $21.8M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.