RY β€” ROYAL BK CDA MONTREAL F

Ownership history in ROWLANDMILLER & PARTNERS.ADV  Β·  15 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported ROYAL BK CDA MONTREAL F (RY) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows RY at 0.03% 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 ROWLANDMILLER & PARTNERS.ADV's position in ROYAL BK CDA MONTREAL F, 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 Q1

RY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV held RY β€” position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 807 β€” 0% 0.03% $131 2026-05-15 (Est.) $163.39
2025 Q4 UNCHANGED 807 β€” 0% 0.03% $138K 2026-02-12 $169.35
2025 Q3 REDUCED 807 -235 -22.6% 0.02% $119K 2025-10-01 $147.20
2025 Q2 UNCHANGED 1,042 β€” 0% 0.03% $137K 2025-07-01 $131.14
2025 Q1 UNCHANGED 1,042 β€” 0% 0.02% $117K 2025-04-15 $113.20
2024 Q4 UNCHANGED 1,042 β€” 0% 0.03% $126K 2025-02-04 $116.62
2024 Q3 UNCHANGED 1,042 β€” 0% 0.03% $130K 2024-10-23 $120.97
2024 Q2 UNCHANGED 1,042 β€” 0% 0.02% $111K 2024-07-29 $106.51
2024 Q1 UNCHANGED 1,042 β€” 0% 0.02% $105K 2024-04-08 $97.65
2023 Q4 UNCHANGED 1,042 β€” 0% 0.02% $105K 2024-01-03 $93.79
5 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

Fulcrum Equity Management 3Y 7Y 0.29% Hilltop National Bank 0.24% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About ROWLANDMILLER & PARTNERS.ADV and RY

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning RY?

ROWLANDMILLER & PARTNERS.ADV reported RY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RY position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for RY was 0.03% in 2025 Q2.

What is the latest reported RY position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 807 shares, equal to 0.03% of portfolio, with an estimated market value of $131.

What does the chart on this RY ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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