RY Royal Bank of Canada

Ownership history in Cumberland Partners Ltd  ·  51 quarters on record

AI Ownership Summary

Cumberland Partners Ltd reported Royal Bank of Canada (RY) in 51 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.09% in 2025 Q4. The latest visible filing shows RY at 4.09% 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 Cumberland Partners Ltd'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 Q4

RY was reported at 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% 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 Q3 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 Cumberland Partners Ltd held RY — position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 391,226 -6,484 -1.6% 4.09% $66.7M 2026-02-14 (Est.) $169.47
2025 Q3 ADDED 397,710 +26,519 +7.1% 3.83% $58.6M 2025-11-07 $145.46
2025 Q2 REDUCED 371,191 -24,357 -6.2% 3.39% $48.9M 2025-08-12 $134.80
2025 Q1 REDUCED 395,548 -13,612 -3.3% 3.44% $44.6M 2025-05-09 $119.27
2024 Q4 ADDED 409,160 +630 +0.2% 3.43% $49.2M 2025-02-03 $116.74
2024 Q3 ADDED 408,530 +5,103 +1.3% 3.54% $51.0M 2024-11-05 $119.99
2024 Q2 ADDED 403,427 +7,640 +1.9% 3.12% $42.9M 2024-08-13 $105.79
2024 Q1 ADDED 395,787 +38,359 +10.7% 2.90% $39.9M 2024-05-09 $98.69
2023 Q4 REDUCED 357,428 -8,675 -2.4% 2.93% $32.0M 2024-02-01 $93.06
2023 Q3 REDUCED 366,103 -31,530 -7.9% 3.09% $32.1M 2023-11-08 $78.85
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cumberland Partners 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 Cumberland Partners Ltd reported owning RY?

Cumberland Partners Ltd reported RY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RY position in Cumberland Partners Ltd's portfolio?

The largest reported portfolio weight for RY was 4.09% in 2025 Q4.

What is the latest reported RY position on this page?

The most recent filing on this page is 2025 Q4, when Cumberland Partners Ltd reported 391,226 shares, equal to 4.09% of portfolio, with an estimated market value of $66.7M.

What does the chart on this RY ownership page compare?

The chart compares Cumberland Partners 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.

← Back to Cumberland Partners Ltd Holdings