RY ROYAL BK CDA SUSTAINABL

Ownership history in Brown Shipley& Co Ltd  ·  12 quarters on record

AI Ownership Summary

Brown Shipley& Co Ltd reported ROYAL BK CDA SUSTAINABL (RY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows RY at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brown Shipley& Co Ltd's position in ROYAL BK CDA SUSTAINABL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RY was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brown Shipley& Co Ltd held RY — position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,650 -300 -2.7% 0.97% $1.8M 2026-02-14 (Est.) $169.47
2025 Q3 UNCHANGED 10,950 0% 0.85% $1.6M 2025-10-20 $146.94
2025 Q2 REDUCED 10,950 -60 -0.5% 0.79% $1.4M 2025-07-18 $131.69
2025 Q1 REDUCED 11,010 -89 -0.8% 0.70% $1.2M 2025-05-14 $121.50
2024 Q4 UNCHANGED 11,099 0% 0.66% $1.3M 2025-02-18 $118.79
2024 Q3 REDUCED 11,099 -52 -0.5% 0.92% $1.9M 2024-11-14 $119.25
2024 Q2 ADDED 11,151 +5,805 +108.6% 0.73% $1.6M 2024-08-19 $108.98
2024 Q1 REDUCED 5,346 -6,181 -53.6% 0.37% $1.1M 2024-05-14 $99.85
2023 Q4 REDUCED 11,527 -16,278 -58.5% 0.58% $1.2M 2024-03-07 $94.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brown Shipley& Co Ltd and RY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brown Shipley& Co Ltd reported owning RY?

Brown Shipley& Co Ltd reported RY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RY position in Brown Shipley& Co Ltd's portfolio?

The largest reported portfolio weight for RY was 0.97% in 2025 Q4.

What is the latest reported RY position on this page?

The most recent filing on this page is 2025 Q4, when Brown Shipley& Co Ltd reported 10,650 shares, equal to 0.97% of portfolio, with an estimated market value of $1.8M.

What does the chart on this RY ownership page compare?

The chart compares Brown Shipley& Co Ltd's quarterly RY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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