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Summit Global Investments’s Royal Bank of Canada RY Stock Holding History

Summit Global Investments’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 		$912K Sell
4,409
-107
-2% -$19.9K 0.05% 222
2026
Q1 		$731K Buy
4,516
+931
+26% +$156K 0.04% 263
2025
Q4 		$611K Sell
3,585
-578
-14% -$88.8K 0.04% 277
2025
Q3 		$613K Sell
4,163
-12,870
-76% -$1.77M 0.04% 267
2025
Q2 		$2.24M Sell
17,033
-22,502
-57% -$2.75M 0.13% 104
2025
Q1 		$4.46M Sell
39,535
-1,062
-3% -$125K 0.32% 51
2024
Q4 		$4.89M Buy
+40,597
New +$5.01M 0.31% 73
2024
Q1 		– Sell
-3,206
Closed -$324K – 587
2023
Q4 		$324K Sell
3,206
-1,189
-27% -$105K 0.02% 416
2023
Q3 		$384K Sell
4,395
-1,282
-23% -$119K 0.03% 386
2023
Q2 		$542K Sell
5,677
-29,139
-84% -$2.78M 0.04% 321
2023
Q1 		$3.33M Sell
34,816
-15,690
-31% -$1.55M 0.26% 98
2022
Q4 		$4.75M Buy
50,506
+255
+0.5% +$24.1K 0.4% 75
2022
Q3 		$4.53M Sell
50,251
-4,650
-8% -$446K 0.42% 70
2022
Q2 		$5.32M Buy
54,901
+3,319
+6% +$339K 0.47% 58
2022
Q1 		$5.69M Sell
51,582
-1,935
-4% -$217K 0.42% 67
2021
Q4 		$5.68M Buy
53,517
+5,305
+11% +$551K 0.36% 67
2021
Q3 		$4.8M Buy
48,212
+13,114
+37% +$1.34M 0.36% 64
2021
Q2 		$3.56M Sell
35,098
-12,144
-26% -$1.2M 0.21% 92
2021
Q1 		$4.36M Buy
47,242
+12,912
+38% +$1.12M 0.28% 69
2020
Q4 		$2.82M Buy
34,330
+18,840
+122% +$1.46M 0.28% 78
2020
Q3 		$1.09M Buy
+15,490
New +$1.11M 0.11% 126
2020
Q1 		– Sell
-9,680
Closed -$767K – 288
2019
Q4 		$767K Buy
9,680
+515
+6% +$41.5K 0.08% 230
2019
Q3 		$744K Buy
9,165
+540
+6% +$42.2K 0.09% 223
2019
Q2 		$685K Buy
8,625
+530
+7% +$41.4K 0.09% 219
2019
Q1 		$612K Sell
8,095
-2,940
-27% -$222K 0.08% 246
2018
Q4 		$756K Hold
11,035
– – 0.12% 124
2018
Q3 		$885K Buy
11,035
+1,795
+19% +$141K 0.12% 137
2018
Q2 		$696K Hold
9,240
– – 0.11% 152
2018
Q1 		$714K Buy
9,240
+140
+2% +$11.4K 0.11% 116
2017
Q4 		$743K Buy
+9,100
New +$722K 0.12% 113

Other funds holding RY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Summit Global Investments's RY Position: Q2 2026 in Review

Summit Global Investments reduced its Royal Bank of Canada (RY) stake by 2.4% in Q2 2026, selling an estimated $19.9K and leaving 4,409 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #222.

Summit Global Investments first reported a position in RY in Q4 2017 and has held it in 30 quarters since. The position peaked at $5.69M in Q1 2022. 430 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Summit Global Investments held 4,409 shares of Royal Bank of Canada worth $912K as of Q2 2026.
  • Summit Global Investments sold 107 Royal Bank of Canada shares in Q2 2026, an estimated $19.9K.
  • Royal Bank of Canada made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #222 holding.
  • Summit Global Investments first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 30 quarters since.
  • Summit Global Investments's Royal Bank of Canada position peaked at $5.69M in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.