Royal Bank of Canada
FORTY

Royal Bank of Canada’s Formula Systems FORTY Stock Holding History

Royal Bank of Canada’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
+500
New +$64.2K ﹤0.01% 5789
2022
Q2 		– Sell
-24
Closed -$2K – 7474
2022
Q1 		$2K Hold
24
– – ﹤0.01% 7476
2021
Q4 		$3K Hold
24
– – ﹤0.01% 7332
2021
Q3 		$2K Buy
+24
New +$2.23K ﹤0.01% 7340

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada's FORTY Position: Q2 2026 in Review

Royal Bank of Canada opened a new position in Formula Systems (FORTY) in Q2 2026: 500 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #5789 among its holdings. This is a return to the name: Royal Bank of Canada previously reported a position in FORTY as recently as Q1 2022.

Royal Bank of Canada first reported a position in FORTY in Q3 2021 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • Royal Bank of Canada held 500 shares of Formula Systems worth $51K as of Q2 2026.
  • Formula Systems was a new Royal Bank of Canada position in Q2 2026.
  • Formula Systems made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #5789 holding.
  • Royal Bank of Canada first reported a position in Formula Systems in Q3 2021 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.