ROYAL BANK OF CANADA SZNE PACER FDS TR

Ownership history in ROYAL BANK OF CANADA  ·  31 quarters on record

AI Ownership Summary

ROYAL BANK OF CANADA reported PACER FDS TR (SZNE) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SZNE 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SZNE 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 PACER FDS TR, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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 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 ROYAL BANK OF CANADA held SZNE — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,537 +6,104 +53.4% 0.00% $625K 2026-05-15 $38.24
2025 Q4 ADDED 11,433 +9,641 +538.0% 0.00% $399K 2026-02-17 $37.94
2025 Q3 REDUCED 1,792 -46,172 -96.3% 0.00% $61K 2025-11-14 $33.48
2025 Q2 ADDED 47,964 +42,445 +769.1% 0.00% $1.7M 2025-08-14 $34.45
2025 Q1 REDUCED 5,519 -89,044 -94.2% 0.00% $192K 2025-05-15 $33.61
2024 Q4 REDUCED 94,563 -28,160 -22.9% 0.00% $3.5M 2025-02-14 $37.47
2024 Q3 ADDED 122,723 +8,043 +7.0% 0.00% $4.8M 2024-11-14 $37.50
2024 Q2 REDUCED 114,680 -16,433 -12.5% 0.00% $4.2M 2024-08-14 $36.98
2024 Q1 REDUCED 131,113 -6,935 -5.0% 0.00% $5.2M 2024-05-15 $37.33
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SZNE

As of 2026 Q2 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About ROYAL BANK OF CANADA and SZNE

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 SZNE?

ROYAL BANK OF CANADA reported SZNE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SZNE was 0.00% in 2024 Q1.

What is the latest reported SZNE position on this page?

The most recent filing on this page is 2026 Q1, when ROYAL BANK OF CANADA reported 17,537 shares, equal to 0.00% of portfolio, with an estimated market value of $625K.

What does the chart on this SZNE ownership page compare?

The chart compares ROYAL BANK OF CANADA's quarterly SZNE 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 SZNE position?

Based on 13F filing dates vs. subsequent SZNE price moves, ROYAL BANK OF CANADA correctly timed 11 out of 30 reported position changes (37%). The annualised alpha on SZNE relative to SPY over the holding period was -8.0%.

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