Montecito Bank & Trust
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Montecito Bank & Trust’s Royal Bank of Canada RY Stock Holding History

Montecito Bank & Trust’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 		$274K Sell
1,395
-30
-2% -$6.24K 0.04% 244
2026
Q2 		$295K Buy
+1,425
New +$264K 0.04% 240

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Montecito Bank & Trust's RY Position: Q3 2026 in Review

Montecito Bank & Trust reduced its Royal Bank of Canada (RY) stake by 2.1% in Q3 2026, selling an estimated $6.24K and leaving 1,395 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #244.

Montecito Bank & Trust first reported a position in RY in Q2 2026 and has held it in 2 quarters since. The position peaked at $295K in Q2 2026. 538 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Montecito Bank & Trust held 1,395 shares of Royal Bank of Canada worth $274K as of Q3 2026.
  • Montecito Bank & Trust sold 30 Royal Bank of Canada shares in Q3 2026, an estimated $6.24K.
  • Royal Bank of Canada made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #244 holding.
  • Montecito Bank & Trust first reported a position in Royal Bank of Canada in Q2 2026 and has held it in 2 quarters since.
  • Montecito Bank & Trust's Royal Bank of Canada position peaked at $295K in Q2 2026.
  • 538 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.