MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd RY — ROYAL BANK OF CANADA COM

Ownership history in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd  ·  78 quarters on record

AI Ownership Summary

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported ROYAL BANK OF CANADA COM (RY) in 78 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 9.21% in 2026 Q2. The latest visible filing shows RY at 9.21% 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 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's position in ROYAL BANK OF CANADA COM, 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

RY was reported at 9.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.21% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 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.

RY stock page MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd fund profile MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd full holdings
How MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held RY — position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 319,503 -87,771 -21.6% 9.21% $94K 2026-07-24 $207.84
2026 Q1 REDUCED — — — 407,274 -19,987 -4.7% 7.12% $67K 2026-05-13 $178.85
2025 Q4 REDUCED — — — 427,261 -16,521 -3.7% 8.49% $100.0M 2026-01-30 $164.11
2025 Q3 REDUCED 10.5% +16.6% ❌ 443,782 -51,926 -10.5% 7.24% $65.0M 2025-11-14 $144.69
2025 Q2 REDUCED 8.8% +12.7% ❌ 495,708 -47,639 -8.8% 7.21% $65.3M 2025-07-25 $130.37
2025 Q1 REDUCED 8.1% +17.8% ❌ 543,347 -48,208 -8.1% 7.78% $61.2M 2025-05-06 $117.63
2024 Q4 REDUCED — — — 591,555 -14,614 -2.4% 8.63% $71.3M 2025-02-04 $115.14
2024 Q3 REDUCED — — — 606,169 -19,996 -3.2% 8.26% $75.7M 2024-10-28 $119.31
2024 Q2 REDUCED — — — 626,165 -4,008 -0.6% 8.10% $66.7M 2024-07-24 $104.26
2024 Q1 REDUCED — — — 630,173 -19,299 -3.0% 7.54% $63.5M 2024-05-07 $95.48
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RY

As of 2026 Q2 — sorted by position size

Summerhill Capital Management lnc. 9.17% Burkett Asset Management Ltd 8.04% Guardian Partners Inc. 7.81% Triasima Portfolio Management inc. 3Y 7.13% CANERECTOR INC 7.07% Rempart Asset Management Inc. 3Y 6.5% Ravenstone Capital Management Inc. 6.44% TD Waterhouse Canada Inc. 6.39% Addenda Capital Inc. 3Y 7Y 5.99% Lorne Steinberg Wealth Management Inc. 3Y 5.64%

FAQ About MORGUARD LINCLUDEN GLOBAL INVESTMENTS 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 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported owning RY?

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported RY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported RY position in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's portfolio?

The largest reported portfolio weight for RY was 9.21% in 2026 Q2.

What is the latest reported RY position on this page?

The most recent filing on this page is 2026 Q2, when MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 319,503 shares, equal to 9.21% of portfolio, with an estimated market value of $94K.

What does the chart on this RY ownership page compare?

The chart compares MORGUARD LINCLUDEN GLOBAL INVESTMENTS 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.

How well did MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd time their RY position?

Based on 13F filing dates vs. subsequent RY price moves, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd correctly timed 33 out of 75 reported position changes (44%). The annualised alpha on RY relative to SPY over the holding period was +0.8%.

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