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 Q2	$84.9M	Buy	410,231 +6,198	+2%	+$1.15M	0.13%	150
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Rockefeller Capital Management's RY Position: Q2 2026 in Review

Rockefeller Capital Management increased its Royal Bank of Canada (RY) stake by 1.5% in Q2 2026, buying an estimated $1.15M and bringing the position to 410,231 shares worth $84.9M. The position accounts for 0.13% of the portfolio, ranked #150.

Rockefeller Capital Management first reported a position in RY in Q1 2019 and has held it in 30 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Rockefeller Capital Management held 410,231 shares of Royal Bank of Canada worth $84.9M as of Q2 2026.
Rockefeller Capital Management bought 6,198 Royal Bank of Canada shares in Q2 2026, an estimated $1.15M.
Royal Bank of Canada made up 0.13% of Rockefeller Capital Management's portfolio in Q2 2026, its #150 holding.
Rockefeller Capital Management first reported a position in Royal Bank of Canada in Q1 2019 and has held it in 30 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.