CITY NATIONAL BANK OF FLORIDA /MSD RLY — SPDR SSGA MULTI-ASS RL RTN ETF

Ownership history in CITY NATIONAL BANK OF FLORIDA /MSD  ·  4 quarters on record

AI Ownership Summary

CITY NATIONAL BANK OF FLORIDA /MSD reported SPDR SSGA MULTI-ASS RL RTN ETF (RLY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows RLY at 0.19% 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.

What this RLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITY NATIONAL BANK OF FLORIDA /MSD's position in SPDR SSGA MULTI-ASS RL RTN ETF, 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
2026 Q2

RLY was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

RLY stock page CITY NATIONAL BANK OF FLORIDA /MSD fund profile CITY NATIONAL BANK OF FLORIDA /MSD full holdings
How CITY NATIONAL BANK OF FLORIDA /MSD held RLY — position size vs. price
% of Fund (quarterly)    RLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,003 — 0% 0.19% $449K 2026-07-15 $35.45
2026 Q1 UNCHANGED — — — 13,003 — 0% 0.28% $470K 2026-05-15 $36.31
2025 Q4 UNCHANGED — — — 13,003 — 0% 0.27% $409K 2026-02-17 $34.47
2025 Q3 INITIATED — — — 13,003 — — 0.27% $402K 2025-11-14 $30.39

🏢 Other funds also holding RLY

As of 2026 Q3 — sorted by position size

Freedom Financial Partners LLC 4.23% Wealth Enhancement Trust Services, Inc. 2.64% RFG - Bristol Wealth Advisors, LLC 2.48% PRIVATE CLIENT SERVICES, LLC 2.32% Johnson Bixby & Associates, LLC 3Y 2.16% Trinity Wealth Management, LLC 3Y 1.55% Harbor Group, Inc. 3Y 1.24% DAVIDSON TRUST CO 3Y 7Y 0.23% Veracity Capital LLC 3Y 0.22% KWB Wealth 3Y 0.18%

FAQ About CITY NATIONAL BANK OF FLORIDA /MSD and RLY

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

How long has CITY NATIONAL BANK OF FLORIDA /MSD reported owning RLY?

CITY NATIONAL BANK OF FLORIDA /MSD reported RLY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported RLY position in CITY NATIONAL BANK OF FLORIDA /MSD's portfolio?

The largest reported portfolio weight for RLY was 0.28% in 2026 Q1.

What is the latest reported RLY position on this page?

The most recent filing on this page is 2026 Q2, when CITY NATIONAL BANK OF FLORIDA /MSD reported 13,003 shares, equal to 0.19% of portfolio, with an estimated market value of $449K.

What does the chart on this RLY ownership page compare?

The chart compares CITY NATIONAL BANK OF FLORIDA /MSD's quarterly RLY 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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