ROYAL BANK OF CANADA PBMY — PGIM ROCK ETF TR

Ownership history in ROYAL BANK OF CANADA  ·  7 quarters on record

AI Ownership Summary

ROYAL BANK OF CANADA reported PGIM ROCK ETF TR (PBMY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows PBMY 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 PBMY 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 PGIM ROCK ETF 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 Q2

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

High-water mark
Peak Conviction
0.0% 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 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.

PBMY stock page ROYAL BANK OF CANADA fund profile ROYAL BANK OF CANADA full holdings
How ROYAL BANK OF CANADA held PBMY — position size vs. price
% of Fund (quarterly)    PBMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 9,938 +5,884 +145.1% 0.00% $310K 2026-08-14 $31.73
2026 Q1 REDUCED 21.1% +2.7% ❌ 4,054 -1,085 -21.1% 0.00% $123K 2026-05-15 $30.91
2025 Q4 ADDED — — — 5,139 +394 +8.3% 0.00% $154K 2026-02-17 $30.19
2025 Q3 ADDED — — — 4,745 +128 +2.8% 0.00% $140K 2025-11-14 $29.59
2025 Q2 REDUCED 40.8% +2.5% ❌ 4,617 -3,185 -40.8% 0.00% $133K 2025-08-14 $29.13
2025 Q1 ADDED — — — 7,802 +5,258 +206.7% 0.00% $214K 2025-05-15 $28.16
2024 Q4 INITIATED — — — 2,544 — — 0.00% $70K 2025-02-14 $27.77

🏢 Other funds also holding PBMY

As of 2026 Q2 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 1.94% AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 0.5% Blue Water Asset Management 0.24% SMITH, MOORE & CO. 3Y 7Y 0.14% Spire Wealth Management 3Y 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.03% KINTRA WEALTH, LLC 3Y 0.03% PRUDENTIAL FINANCIAL INC 3Y 7Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About ROYAL BANK OF CANADA and PBMY

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 PBMY?

ROYAL BANK OF CANADA reported PBMY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for PBMY was 0.00% in 2026 Q2.

What is the latest reported PBMY position on this page?

The most recent filing on this page is 2026 Q2, when ROYAL BANK OF CANADA reported 9,938 shares, equal to 0.00% of portfolio, with an estimated market value of $310K.

What does the chart on this PBMY ownership page compare?

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

Based on 13F filing dates vs. subsequent PBMY price moves, ROYAL BANK OF CANADA correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PBMY relative to SPY over the holding period was +247.8%.

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