Royal Bank of Canada’s Virtus Total Return Fund ZTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$397K Buy
59,951
+3,920
+7% +$26K ﹤0.01% 4309
2025
Q4
$353K Buy
56,031
+5,615
+11% +$36.2K ﹤0.01% 4419
2025
Q3
$325K Buy
50,416
+3,537
+8% +$22.1K ﹤0.01% 4778
2025
Q2
$292K Buy
46,879
+905
+2% +$5.44K ﹤0.01% 4882
2025
Q1
$274K Buy
45,974
+661
+1% +$3.89K ﹤0.01% 4471
2024
Q4
$265K Buy
45,313
+23,598
+109% +$142K ﹤0.01% 4586
2024
Q3
$135K Buy
21,715
+11,495
+112% +$66.8K ﹤0.01% 5137
2024
Q2
$56K Sell
10,220
-481
-4% -$2.6K ﹤0.01% 5596
2024
Q1
$60K Sell
10,701
-21,774
-67% -$117K ﹤0.01% 5460
2023
Q4
$179K Sell
32,475
-29,653
-48% -$151K ﹤0.01% 5198
2023
Q3
$298K Buy
62,128
+3,896
+7% +$22.2K ﹤0.01% 4462
2023
Q2
$354K Sell
58,232
-4,727
-8% -$29.5K ﹤0.01% 4223
2023
Q1
$408K Buy
62,959
+8,546
+16% +$56.3K ﹤0.01% 4039
2022
Q4
$357K Buy
54,413
+3,258
+6% +$21.2K ﹤0.01% 4404
2022
Q3
$318K Sell
51,155
-2,048
-4% -$16.1K ﹤0.01% 4381
2022
Q2
$432K Sell
53,203
-1,926
-3% -$17.3K ﹤0.01% 4207
2022
Q1
$539K Buy
55,129
+4,899
+10% +$45.9K ﹤0.01% 4219
2021
Q4
$476K Buy
50,230
+1,873
+4% +$17.8K ﹤0.01% 4504
2021
Q3
$450K Buy
48,357
+3,584
+8% +$34.6K ﹤0.01% 4455
2021
Q2
$435K Buy
44,773
+2,740
+7% +$27K ﹤0.01% 4409
2021
Q1
$387K Buy
42,033
+8,189
+24% +$73K ﹤0.01% 4397
2020
Q4
$297K Sell
33,844
-2,564
-7% -$21.1K ﹤0.01% 4555
2020
Q3
$285K Buy
36,408
+1,094
+3% +$8.83K ﹤0.01% 4292
2020
Q2
$289K Buy
35,314
+926
+3% +$7.63K ﹤0.01% 4182
2020
Q1
$248K Sell
34,388
-4,397
-11% -$45K ﹤0.01% 4168
2019
Q4
$442K Buy
38,785
+11,769
+44% +$131K ﹤0.01% 4070
2019
Q3
$298K Buy
27,016
+3,585
+15% +$39.9K ﹤0.01% 4188
2019
Q2
$272K Sell
23,431
-1,911
-8% -$21.3K ﹤0.01% 4273
2019
Q1
$271K Sell
25,342
-12,745
-33% -$130K ﹤0.01% 4158
2018
Q4
$340K Sell
38,087
-808
-2% -$8.04K ﹤0.01% 3995
2018
Q3
$435K Buy
38,895
+624
+2% +$7.26K ﹤0.01% 3986
2018
Q2
$431K Sell
38,271
-264
-0.7% -$2.91K ﹤0.01% 3895
2018
Q1
$424K Buy
38,535
+8,031
+26% +$98.6K ﹤0.01% 3805
2017
Q4
$409K Buy
30,504
+19,506
+177% +$259K ﹤0.01% 3922
2017
Q3
$145K Sell
10,998
-48,117
-81% -$626K ﹤0.01% 4755
2017
Q2
$746K Buy
59,115
+12,297
+26% +$152K ﹤0.01% 3342
2017
Q1
$550K Buy
46,818
+45,149
+2,705% +$516K ﹤0.01% 3560
2016
Q4
$20K Sell
1,669
-169
-9% -$1.96K ﹤0.01% 5773
2016
Q3
$22K Buy
1,838
+169
+10% +$2.07K ﹤0.01% 5523
2016
Q2
$20K Sell
1,669
-707
-30% -$8.53K ﹤0.01% 5510
2016
Q1
$28K Buy
2,376
+1,033
+77% +$11.9K ﹤0.01% 5368
2015
Q4
$16K Buy
1,343
+400
+42% +$4.79K ﹤0.01% 5809
2015
Q3
$11K Sell
943
-8,826
-90% -$108K ﹤0.01% 5853
2015
Q2
$126K Sell
9,769
-2,550
-21% -$34.4K ﹤0.01% 4694
2015
Q1
$169K Buy
12,319
+7,503
+156% +$104K ﹤0.01% 4327
2014
Q4
$67K Sell
4,816
-2,107
-30% -$29K ﹤0.01% 4923
2014
Q3
$96K Buy
6,923
+744
+12% +$10.6K ﹤0.01% 4640
2014
Q2
$89K Sell
6,179
-51
-0.8% -$719 ﹤0.01% 4606
2014
Q1
$88K Buy
6,230
+26
+0.4% +$360 ﹤0.01% 4612
2013
Q4
$86K Buy
6,204
+2,329
+60% +$31.5K ﹤0.01% 4660
2013
Q3
$51K Buy
3,875
+500
+15% +$6.52K ﹤0.01% 4808
2013
Q2
$43K Buy
+3,375
New +$44K ﹤0.01% 4737

Other funds holding ZTR

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

Royal Bank of Canada increased its Virtus Total Return Fund (ZTR) stake by 7% in Q1 2026, buying an estimated $26K and bringing the position to 59,951 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #4309.

Royal Bank of Canada first reported a position in ZTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $746K in Q2 2017. 92 funds tracked by Wall St. Rank hold ZTR as of Q1 2026.

  • Royal Bank of Canada held 59,951 shares of Virtus Total Return Fund worth $397K as of Q1 2026.
  • Royal Bank of Canada bought 3,920 Virtus Total Return Fund shares in Q1 2026, an estimated $26K.
  • Virtus Total Return Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4309 holding.
  • Royal Bank of Canada first reported a position in Virtus Total Return Fund in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's Virtus Total Return Fund position peaked at $746K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q1 2026.

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