New England Research & Management, Inc. RY Royal Bank of Canada

Ownership history in New England Research & Management, Inc.  ·  5 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Royal Bank of Canada (RY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows RY at 0.57% 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 RY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Research & Management, Inc.'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
2026 Q2

RY was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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 Q2 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.

How New England Research & Management, Inc. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 7,100 -1,600 -18.4% 0.57% $1.5M 2026-07-09 $208.56
2026 Q1 ADDED 8,700 +2,400 +38.1% 0.59% $1.4M 2026-05-07 $181.35
2025 Q4 UNCHANGED 6,300 0% 0.47% $1.1M 2026-01-07 $168.01
2025 Q3 UNCHANGED 6,300 0% 0.43% $928K 2025-10-06 $146.03
2025 Q2 INITIATED 6,300 0.39% $829K 2025-07-09 $130.42

FAQ About New England Research & Management, Inc. and RY

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

How long has New England Research & Management, Inc. reported owning RY?

New England Research & Management, Inc. reported RY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported RY position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for RY was 0.59% in 2026 Q1.

What is the latest reported RY position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 7,100 shares, equal to 0.57% of portfolio, with an estimated market value of $1.5M.

What does the chart on this RY ownership page compare?

The chart compares New England Research & Management, Inc.'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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