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Montrusco Bolton Investments’s Royal Bank of Canada RY Stock Holding History

Montrusco Bolton Investments’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
Q2 		$52.4M Sell
252,983
-25,218
-9% -$4.68M 0.81% 28
2026
Q1 		$44.8M Sell
278,201
-7,272
-3% -$1.22M 0.68% 29
2025
Q4 		$48.7M Sell
285,473
-60,945
-18% -$9.36M 0.61% 31
2025
Q3 		$51.1M Sell
346,418
-78,015
-18% -$10.8M 0.59% 30
2025
Q2 		$55.8M Buy
424,433
+88,076
+26% +$10.8M 0.62% 28
2025
Q1 		$37.9M Sell
336,357
-96,660
-22% -$11.4M 0.5% 31
2024
Q4 		$52.2M Buy
433,017
+75,018
+21% +$9.26M 0.63% 29
2024
Q3 		$44.7M Sell
357,999
-686,118
-66% -$78.8M 0.47% 30
2024
Q2 		$111M Sell
1,044,117
-312,875
-23% -$32.2M 1.17% 24
2024
Q1 		$137M Buy
1,356,992
+5,202
+0.4% +$513K 1.46% 22
2023
Q4 		$137M Sell
1,351,790
-94,591
-7% -$8.33M 1.7% 22
2023
Q3 		$127M Buy
1,446,381
+63,017
+5% +$5.86M 1.85% 22
2023
Q2 		$132M Sell
1,383,364
-21,784
-2% -$2.08M 2.05% 21
2023
Q1 		$134M Sell
1,405,148
-27,748
-2% -$2.75M 2.77% 13
2022
Q4 		$135M Buy
1,432,896
+63,598
+5% +$6M 3.13% 7
2022
Q3 		$124M Sell
1,369,298
-3
-0% -$288 3.27% 8
2022
Q2 		$132M Sell
1,369,301
-68,028
-5% -$6.96M 3.52% 5
2022
Q1 		$158M Sell
1,437,329
-131,429
-8% -$14.7M 3.65% 3
2021
Q4 		$167M Sell
1,568,758
-36,967
-2% -$3.84M 3.93% 4
2021
Q3 		$160M Sell
1,605,725
-46,571
-3% -$4.75M 4.35% 4
2021
Q2 		$168M Sell
1,652,296
-81,195
-5% -$8.05M 5.03% 3
2021
Q1 		$160M Buy
1,733,491
+368,898
+27% +$32.1M 5.21% 2
2020
Q4 		$112M Buy
1,364,593
+27,875
+2% +$2.16M 4.93% 2
2020
Q3 		$93.6M Buy
1,336,718
+114,720
+9% +$8.25M 4.7% 1
2020
Q2 		$84.3M Buy
1,221,998
+940,468
+334% +$59.8M 4.82% 1
2020
Q1 		$17.2M Sell
281,530
-1,120,129
-80% -$83.1M 1.36% 24
2019
Q4 		$111M Sell
1,401,659
-83,727
-6% -$6.74M 6.39% 2
2019
Q3 		$120M Buy
1,485,386
+272,902
+23% +$21.3M 7.08% 1
2019
Q2 		$96.6M Sell
1,212,484
-9,355
-0.8% -$731K 6.28% 2
2019
Q1 		$97M Sell
1,221,839
-462,288
-27% -$35M 6.22% 2
2018
Q4 		$115M Sell
1,684,127
-122,229
-7% -$8.92M 7.76% 1
2018
Q3 		$145M Sell
1,806,356
-110,552
-6% -$8.67M 8.85% 1
2018
Q2 		$144M Buy
1,916,908
+53,713
+3% +$4.11M 9.96% 1
2018
Q1 		$144M Sell
1,863,195
-796,931
-30% -$64.7M 10.39% 1
2017
Q4 		$218M Sell
2,660,126
-83,489
-3% -$6.62M 11.91% 1
2017
Q3 		$212M Buy
2,743,615
+405,183
+17% +$30.2M 11.21% 1
2017
Q2 		$170M Sell
2,338,432
-136,747
-6% -$9.59M 9.33% 1
2017
Q1 		$180M Sell
2,475,179
-532,624
-18% -$38.6M 10.17% 1
2016
Q4 		$204M Sell
3,007,803
-76,777
-2% -$4.98M 11.21% 2
2016
Q3 		$191M Buy
3,084,580
+478,106
+18% +$29.4M 11.76% 1
2016
Q2 		$153M Buy
2,606,474
+790,158
+44% +$47.5M 9.78% 2
2016
Q1 		$105M Sell
1,816,316
-289,667
-14% -$15M 8.71% 2
2015
Q4 		$112M Buy
2,105,983
+135,026
+7% +$7.57M 9.73% 2
2015
Q3 		$108M Buy
1,970,957
+143,743
+8% +$8.18M 9.29% 2
2015
Q2 		$112M Buy
1,827,214
+59,378
+3% +$3.82M 8.28% 2
2015
Q1 		$106M Buy
1,767,836
+535,960
+44% +$33M 7.87% 2
2014
Q4 		$85.3M Buy
1,231,876
+240,855
+24% +$17M 6.13% 2
2014
Q3 		$71M Buy
991,021
+133,755
+16% +$9.85M 4.75% 4
2014
Q2 		$61.4M Buy
857,266
+57,097
+7% +$3.87M 3.85% 7
2014
Q1 		$52.8M Buy
800,169
+172,123
+27% +$11.1M 3.74% 6
2013
Q4 		$42.2M Buy
628,046
+47,775
+8% +$3.17M 2.97% 11
2013
Q3 		$37.3M Sell
580,271
-47,990
-8% -$2.98M 2.79% 12
2013
Q2 		$36.5M Buy
+628,261
New +$37.5M 2.94% 13

Other funds holding RY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Montrusco Bolton Investments's RY Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Royal Bank of Canada (RY) stake by 9.1% in Q2 2026, selling an estimated $4.68M and leaving 252,983 shares worth $52.4M. The position accounts for 0.81% of the portfolio, ranked #28.

Montrusco Bolton Investments first reported a position in RY in Q2 2013 and has held it in 53 quarters since. The position peaked at $218M in Q4 2017. 430 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Montrusco Bolton Investments held 252,983 shares of Royal Bank of Canada worth $52.4M as of Q2 2026.
  • Montrusco Bolton Investments sold 25,218 Royal Bank of Canada shares in Q2 2026, an estimated $4.68M.
  • Royal Bank of Canada made up 0.81% of Montrusco Bolton Investments's portfolio in Q2 2026, its #28 holding.
  • Montrusco Bolton Investments first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 53 quarters since.
  • Montrusco Bolton Investments's Royal Bank of Canada position peaked at $218M in Q4 2017.
  • 430 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.