Wellington Management Group
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Wellington Management Group’s Royal Bank of Canada RY Stock Holding History

Wellington Management Group’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
Q1 		$426M Buy
2,646,066
+87,448
+3% +$14.6M 0.08% 223
2025
Q4 		$437M Sell
2,558,618
-111,180
-4% -$17.1M 0.08% 226
2025
Q3 		$394M Sell
2,669,798
-1,527,259
-36% -$211M 0.07% 245
2025
Q2 		$552M Sell
4,197,057
-3,435,806
-45% -$420M 0.1% 183
2025
Q1 		$860M Buy
7,632,863
+380,953
+5% +$44.9M 0.17% 133
2024
Q4 		$874M Sell
7,251,910
-863,102
-11% -$107M 0.16% 136
2024
Q3 		$1.01B Sell
8,115,012
-3,349,767
-29% -$385M 0.18% 128
2024
Q2 		$1.22B Sell
11,464,779
-1,078,423
-9% -$111M 0.22% 114
2024
Q1 		$1.27B Buy
12,543,202
+1,536,995
+14% +$152M 0.22% 114
2023
Q4 		$1.12B Buy
11,006,207
+415,293
+4% +$36.6M 0.21% 121
2023
Q3 		$930M Buy
10,590,914
+166,968
+2% +$15.5M 0.19% 127
2023
Q2 		$997M Sell
10,423,946
-1,218,557
-10% -$116M 0.19% 124
2023
Q1 		$1.11B Buy
11,642,503
+310,191
+3% +$30.7M 0.22% 110
2022
Q4 		$1.06B Sell
11,332,312
-4,306,296
-28% -$407M 0.21% 112
2022
Q3 		$1.42B Sell
15,638,608
-2,994,664
-16% -$287M 0.3% 84
2022
Q2 		$1.8B Sell
18,633,272
-1,201,988
-6% -$123M 0.36% 70
2022
Q1 		$2.19B Buy
19,835,260
+14,412,851
+266% +$1.62B 0.37% 69
2021
Q4 		$576M Buy
5,422,409
+2,062,457
+61% +$214M 0.09% 208
2021
Q3 		$334M Buy
3,359,952
+240,700
+8% +$24.5M 0.06% 309
2021
Q2 		$316M Sell
3,119,252
-97,436
-3% -$9.66M 0.05% 330
2021
Q1 		$297M Buy
3,216,688
+575,106
+22% +$50.1M 0.05% 338
2020
Q4 		$217M Sell
2,641,582
-108,521
-4% -$8.4M 0.04% 394
2020
Q3 		$192M Buy
2,750,103
+197,625
+8% +$14.2M 0.04% 371
2020
Q2 		$173M Buy
2,552,478
+92,846
+4% +$5.9M 0.04% 393
2020
Q1 		$151M Buy
2,459,632
+806,600
+49% +$59.9M 0.04% 367
2019
Q4 		$131M Buy
1,653,032
+44,921
+3% +$3.62M 0.03% 499
2019
Q3 		$131M Buy
1,608,111
+276,182
+21% +$21.6M 0.03% 478
2019
Q2 		$106M Buy
1,331,929
+130,941
+11% +$10.2M 0.02% 545
2019
Q1 		$90.6M Sell
1,200,988
-224
-0% -$16.9K 0.02% 570
2018
Q4 		$82.2M Sell
1,201,212
-73,165
-6% -$5.34M 0.02% 567
2018
Q3 		$102M Buy
1,274,377
+188,540
+17% +$14.8M 0.02% 577
2018
Q2 		$81.7M Buy
1,085,837
+7,253
+0.7% +$555K 0.02% 648
2018
Q1 		$83.3M Sell
1,078,584
-52,800
-5% -$4.29M 0.02% 633
2017
Q4 		$92.7M Sell
1,131,384
-14,847
-1% -$1.18M 0.02% 588
2017
Q3 		$88.5M Sell
1,146,231
-15,854
-1% -$1.18M 0.02% 585
2017
Q2 		$84.3M Sell
1,162,085
-367,808
-24% -$25.8M 0.02% 570
2017
Q1 		$111M Buy
1,529,893
+18,101
+1% +$1.31M 0.03% 474
2016
Q4 		$102M Sell
1,511,792
-179,872
-11% -$11.7M 0.03% 495
2016
Q3 		$105M Buy
1,691,664
+1,668,091
+7,076% +$103M 0.03% 478
2016
Q2 		$1.39M Sell
23,573
-1,744
-7% -$105K ﹤0.01% 1703
2016
Q1 		$1.46M Sell
25,317
-74,862
-75% -$3.88M ﹤0.01% 1686
2015
Q4 		$5.35M Buy
100,179
+89,241
+816% +$5.01M ﹤0.01% 1337
2015
Q3 		$602K Buy
10,938
+2,960
+37% +$169K ﹤0.01% 1927
2015
Q2 		$488K Hold
7,978
– – ﹤0.01% 1962
2015
Q1 		$480K Hold
7,978
– – ﹤0.01% 1993
2014
Q4 		$553K Sell
7,978
-2,167
-21% -$153K ﹤0.01% 1981
2014
Q3 		$727K Buy
10,145
+20
+0.2% +$1.47K ﹤0.01% 1901
2014
Q2 		$725K Sell
10,125
-3,730
-27% -$253K ﹤0.01% 1895
2014
Q1 		$915K Buy
13,855
+204
+1% +$13.2K ﹤0.01% 1841
2013
Q4 		$917K Hold
13,651
– – ﹤0.01% 1852
2013
Q3 		$877K Sell
13,651
-355
-3% -$22K ﹤0.01% 1829
2013
Q2 		$814K Buy
+14,006
New +$836K ﹤0.01% 1812

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's RY Position: Q1 2026 in Review

Wellington Management Group increased its Royal Bank of Canada (RY) stake by 3.4% in Q1 2026, buying an estimated $14.6M and bringing the position to 2,646,066 shares worth $426M. The position accounts for 0.08% of the portfolio, ranked #223.

Wellington Management Group first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.19B in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Wellington Management Group held 2,646,066 shares of Royal Bank of Canada worth $426M as of Q1 2026.
  • Wellington Management Group bought 87,448 Royal Bank of Canada shares in Q1 2026, an estimated $14.6M.
  • Royal Bank of Canada made up 0.08% of Wellington Management Group's portfolio in Q1 2026, its #223 holding.
  • Wellington Management Group first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Royal Bank of Canada position peaked at $2.19B in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.