MHR
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Matthew Hamilton Rosenberg’s Royal Bank of Canada RY Stock Holding History

Matthew Hamilton Rosenberg’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 		$180K Hold
915
– – 0.03% 248
2026
Q2 		$189K Buy
915
+69
+8% +$12.8K 0.04% 243
2026
Q1 		$137K Hold
846
– – 0.03% 275
2025
Q4 		$144K Hold
846
– – 0.03% 268
2025
Q3 		$125K Hold
846
– – 0.03% 284
2025
Q2 		$111K Sell
846
-36
-4% -$4.4K 0.03% 310
2025
Q1 		$99.4K Hold
882
– – 0.02% 317
2024
Q4 		$106K Sell
882
-94
-10% -$11.6K 0.03% 305
2024
Q3 		$122K Buy
976
+80
+9% +$9.19K 0.03% 279
2024
Q2 		$95K Buy
896
+80
+10% +$8.23K 0.03% 307
2024
Q1 		$81.8K Buy
816
+49
+6% +$4.84K 0.02% 349
2023
Q4 		$77.6K Sell
767
-83
-10% -$7.31K 0.02% 355
2023
Q3 		$74.3K Sell
850
-40
-4% -$3.72K 0.02% 346
2023
Q2 		$85K Hold
890
– – 0.03% 328
2023
Q1 		$85.1K Hold
890
– – 0.03% 347
2022
Q4 		$83.7K Hold
890
– – 0.03% 349
2022
Q3 		$80K Buy
890
+36
+4% +$3.45K 0.03% 334
2022
Q2 		$83K Sell
854
-150
-15% -$15.3K 0.03% 345
2022
Q1 		$111K Hold
1,004
– – 0.04% 287
2021
Q4 		$107K Hold
1,004
– – 0.04% 285
2021
Q3 		$100K Hold
1,004
– – 0.04% 284
2021
Q2 		$102K Buy
1,004
+23
+2% +$2.28K 0.05% 250
2021
Q1 		$90K Buy
981
+140
+17% +$12.2K 0.05% 266
2020
Q4 		$69K Hold
841
– – 0.04% 287
2020
Q3 		$59K Sell
841
-650
-44% -$46.7K 0.04% 289
2020
Q2 		$101K Buy
1,491
+841
+129% +$53.5K 0.08% 186
2020
Q1 		$41K Buy
+650
New +$48.2K 0.04% 291

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Matthew Hamilton Rosenberg's RY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Royal Bank of Canada (RY) position steady in Q3 2026 at 915 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #248.

Matthew Hamilton Rosenberg first reported a position in RY in Q1 2020 and has held it in 27 quarters since. The position peaked at $189K in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Matthew Hamilton Rosenberg held 915 shares of Royal Bank of Canada worth $180K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #248 holding.
  • Matthew Hamilton Rosenberg first reported a position in Royal Bank of Canada in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Royal Bank of Canada position peaked at $189K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.