Royal Bank of Canada
TBLD

Royal Bank of Canada’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Royal Bank of Canada’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.47M Sell
447,955
-43,324
-9% -$923K ﹤0.01% 1949
2025
Q4 		$9.88M Buy
491,279
+45,271
+10% +$905K ﹤0.01% 1937
2025
Q3 		$8.87M Buy
446,008
+67,077
+18% +$1.33M ﹤0.01% 2235
2025
Q2 		$7.43M Buy
378,931
+38,214
+11% +$695K ﹤0.01% 2255
2025
Q1 		$6.11M Buy
340,717
+8,449
+3% +$146K ﹤0.01% 2118
2024
Q4 		$5.41M Buy
332,268
+24,074
+8% +$407K ﹤0.01% 2253
2024
Q3 		$5.49M Buy
308,194
+64,479
+26% +$1.08M ﹤0.01% 2200
2024
Q2 		$3.93M Sell
243,715
-404,961
-62% -$6.42M ﹤0.01% 2370
2024
Q1 		$10.5M Buy
648,676
+70,560
+12% +$1.11M ﹤0.01% 1653
2023
Q4 		$8.97M Buy
578,116
+56,993
+11% +$844K ﹤0.01% 1801
2023
Q3 		$7.61M Buy
521,123
+155,693
+43% +$2.36M ﹤0.01% 1770
2023
Q2 		$5.57M Buy
365,430
+77,191
+27% +$1.18M ﹤0.01% 2023
2023
Q1 		$4.5M Buy
288,239
+114,025
+65% +$1.72M ﹤0.01% 2161
2022
Q4 		$2.49M Buy
174,214
+19,666
+13% +$273K ﹤0.01% 2726
2022
Q3 		$1.97M Buy
154,548
+34,801
+29% +$508K ﹤0.01% 2867
2022
Q2 		$1.74M Buy
119,747
+19,249
+19% +$301K ﹤0.01% 3017
2022
Q1 		$1.72M Sell
100,498
-1,130
-1% -$20.3K ﹤0.01% 3192
2021
Q4 		$1.9M Buy
101,628
+35,878
+55% +$694K ﹤0.01% 3207
2021
Q3 		$1.32M Buy
+65,750
New +$1.33M ﹤0.01% 3444

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada's TBLD Position: Q1 2026 in Review

Royal Bank of Canada reduced its Thornburg Income Builder Opportunities Trust (TBLD) stake by 8.8% in Q1 2026, selling an estimated $923K and leaving 447,955 shares worth $9.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Royal Bank of Canada first reported a position in TBLD in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q1 2024. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

  • Royal Bank of Canada held 447,955 shares of Thornburg Income Builder Opportunities Trust worth $9.47M as of Q1 2026.
  • Royal Bank of Canada sold 43,324 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $923K.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1949 holding.
  • Royal Bank of Canada first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 19 quarters since.
  • Royal Bank of Canada's Thornburg Income Builder Opportunities Trust position peaked at $10.5M in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.