Rockefeller Capital Management
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Rockefeller Capital Management’s Royal Bank of Canada RY Stock Holding History

Rockefeller Capital 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 		$65.4M Buy
404,033
+10,848
+3% +$1.81M 0.12% 171
2025
Q4 		$67M Buy
393,185
+134,796
+52% +$20.7M 0.12% 159
2025
Q3 		$38.1M Buy
258,389
+4,369
+2% +$602K 0.07% 239
2025
Q2 		$33.4M Sell
254,020
-249
-0.1% -$30.5K 0.07% 251
2025
Q1 		$28.7M Buy
254,269
+5,980
+2% +$704K 0.07% 261
2024
Q4 		$29.9M Buy
248,289
+8,350
+3% +$1.03M 0.08% 249
2024
Q3 		$29.9M Buy
239,939
+10,362
+5% +$1.19M 0.08% 246
2024
Q2 		$24.4M Buy
229,577
+13,838
+6% +$1.42M 0.07% 269
2024
Q1 		$21.8M Buy
215,739
+72,775
+51% +$7.18M 0.06% 303
2023
Q4 		$14.5M Buy
142,964
+12,310
+9% +$1.08M 0.05% 366
2023
Q3 		$11.4M Buy
130,654
+11,455
+10% +$1.07M 0.04% 388
2023
Q2 		$11.4M Buy
119,199
+9,891
+9% +$944K 0.04% 398
2023
Q1 		$10.4M Buy
109,308
+16,389
+18% +$1.62M 0.04% 396
2022
Q4 		$8.73M Buy
92,919
+6,129
+7% +$579K 0.04% 396
2022
Q3 		$7.81M Buy
86,790
+9,642
+12% +$925K 0.04% 420
2022
Q2 		$7.47M Sell
77,148
-8,164
-10% -$835K 0.04% 420
2022
Q1 		$9.41M Buy
85,312
+26,058
+44% +$2.92M 0.05% 385
2021
Q4 		$6.29M Buy
59,254
+14,189
+31% +$1.47M 0.03% 478
2021
Q3 		$4.48M Buy
45,065
+7,025
+18% +$716K 0.02% 504
2021
Q2 		$3.85M Buy
38,040
+22,801
+150% +$2.26M 0.02% 523
2021
Q1 		$1.4M Buy
15,239
+5,470
+56% +$476K 0.01% 682
2020
Q4 		$801K Buy
9,769
+1,666
+21% +$129K 0.01% 750
2020
Q3 		$568K Buy
8,103
+5,081
+168% +$365K 0.01% 744
2020
Q2 		$205K Buy
3,022
+209
+7% +$13.3K ﹤0.01% 944
2020
Q1 		$173K Sell
2,813
-2,820
-50% -$209K ﹤0.01% 853
2019
Q4 		$446K Buy
5,633
+2,653
+89% +$214K 0.01% 605
2019
Q3 		$242K Sell
2,980
-1,974
-40% -$154K ﹤0.01% 593
2019
Q2 		$393K Sell
4,954
-188
-4% -$14.7K 0.01% 486
2019
Q1 		$388K Buy
+5,142
New +$389K 0.01% 512

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

Rockefeller Capital Management's RY Position: Q1 2026 in Review

Rockefeller Capital Management increased its Royal Bank of Canada (RY) stake by 2.8% in Q1 2026, buying an estimated $1.81M and bringing the position to 404,033 shares worth $65.4M. The position accounts for 0.12% of the portfolio, ranked #171.

Rockefeller Capital Management first reported a position in RY in Q1 2019 and has held it in 29 quarters since. The position peaked at $67M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Rockefeller Capital Management held 404,033 shares of Royal Bank of Canada worth $65.4M as of Q1 2026.
  • Rockefeller Capital Management bought 10,848 Royal Bank of Canada shares in Q1 2026, an estimated $1.81M.
  • Royal Bank of Canada made up 0.12% of Rockefeller Capital Management's portfolio in Q1 2026, its #171 holding.
  • Rockefeller Capital Management first reported a position in Royal Bank of Canada in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Royal Bank of Canada position peaked at $67M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.