RY β€” Royal Bank of Canada

Ownership history in CoreFirst Bank & Trust  Β·  11 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Royal Bank of Canada (RY) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows RY at 0.01% 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 CoreFirst Bank & Trust's position in Royal Bank of Canada, 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 Q3

RY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

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 Q3

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 CoreFirst Bank & Trust held RY β€” position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 133 β€” 0% 0.01% $20K 2025-11-13 $146.77
2025 Q2 UNCHANGED 133 β€” 0% 0.01% $17K 2025-08-14 $136.59
2024 Q4 UNCHANGED 133 β€” 0% 0.01% $16K 2025-02-11 $116.38
2024 Q1 UNCHANGED 133 β€” 0% 0.01% $13K 2024-05-15 $100.99
2023 Q4 UNCHANGED 133 β€” 0% 0.01% $13K 2024-03-18 $94.07
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RY

As of 2026 Q1 β€” sorted by position size

ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.03% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About CoreFirst Bank & Trust and RY

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

How long has CoreFirst Bank & Trust reported owning RY?

CoreFirst Bank & Trust reported RY across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported RY position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for RY was 0.01% in 2025 Q3.

What is the latest reported RY position on this page?

The most recent filing on this page is 2025 Q3, when CoreFirst Bank & Trust reported 133 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this RY ownership page compare?

The chart compares CoreFirst Bank & Trust'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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