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
Q2 		$10.2M Buy
462,544
+14,589
+3% +$321K ﹤0.01% 2059
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 $786B AUM 40.34% 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 $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 3.3% in Q2 2026, buying an estimated $321K and bringing the position to 462,544 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Royal Bank of Canada first reported a position in TBLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q1 2024. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Royal Bank of Canada held 462,544 shares of Thornburg Income Builder Opportunities Trust worth $10.2M as of Q2 2026.
  • Royal Bank of Canada bought 14,589 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $321K.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #2059 holding.
  • Royal Bank of Canada first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 20 quarters since.
  • Royal Bank of Canada's Thornburg Income Builder Opportunities Trust position peaked at $10.5M in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

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