ROYAL BANK OF CANADA MSSM — MORGAN STANLEY PATHWAY FDS

Ownership history in ROYAL BANK OF CANADA  ·  5 quarters on record

AI Ownership Summary

ROYAL BANK OF CANADA reported MORGAN STANLEY PATHWAY FDS (MSSM) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows MSSM at 0.00% 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 MSSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYAL BANK OF CANADA's position in MORGAN STANLEY PATHWAY FDS, 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

MSSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q4 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.

MSSM stock page ROYAL BANK OF CANADA fund profile ROYAL BANK OF CANADA full holdings
How ROYAL BANK OF CANADA held MSSM — position size vs. price
% of Fund (quarterly)    MSSM 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 — — — 29 -719 -96.1% 0.00% $2K 2026-08-14 $61.94
2026 Q1 ADDED — — — 748 +448 +149.3% 0.00% $39K 2026-05-15 $56.97
2025 Q3 ADDED — — — 300 +287 +2207.7% 0.00% $15K 2025-11-14 $48.73
2025 Q1 REDUCED 92.3% +8.0% ❌ 13 -156 -92.3% 0.00% $1K 2025-05-15 $43.69
2024 Q4 INITIATED — — — 169 — — 0.00% $8K 2025-02-14 $46.76

🏢 Other funds also holding MSSM

As of 2026 Q2 — sorted by position size

MORGAN STANLEY 3Y 7Y 0.03% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.01% StoneX Group Inc. 3Y 7Y 0.01% FIFTH THIRD BANCORP 3Y 7Y 0.0% Sarver Vrooman Wealth Advisors 0.0% Colonial Trust Advisors 3Y 7Y 0.0% Aventura Private Wealth, LLC 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0%

FAQ About ROYAL BANK OF CANADA and MSSM

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

How long has ROYAL BANK OF CANADA reported owning MSSM?

ROYAL BANK OF CANADA reported MSSM across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MSSM position in ROYAL BANK OF CANADA's portfolio?

The largest reported portfolio weight for MSSM was 0.00% in 2026 Q1.

What is the latest reported MSSM position on this page?

The most recent filing on this page is 2026 Q2, when ROYAL BANK OF CANADA reported 29 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this MSSM ownership page compare?

The chart compares ROYAL BANK OF CANADA's quarterly MSSM 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 ROYAL BANK OF CANADA time their MSSM position?

Based on 13F filing dates vs. subsequent MSSM price moves, ROYAL BANK OF CANADA correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MSSM relative to SPY over the holding period was +814.1%.

← Back to ROYAL BANK OF CANADA Holdings