Royal Fund Management, LLC XYZ — SQUARE INC COM CL A

Ownership history in Royal Fund Management, LLC  ·  27 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported SQUARE INC COM CL A (XYZ) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.37% in 2026 Q2. The latest visible filing shows XYZ at 0.37% 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 XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Royal Fund Management, LLC's position in SQUARE INC COM CL A, 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

XYZ was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% 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 Q1 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.

XYZ stock page Royal Fund Management, LLC fund profile Royal Fund Management, LLC full holdings
How Royal Fund Management, LLC held XYZ — position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 57,920 +33,520 +137.4% 0.37% $4.4M 2026-07-20 $79.29
2026 Q1 REDUCED 6.2% +29.6% ❌ 24,400 -1,620 -6.2% 0.01% $72K 2026-05-19 $69.17
2026 Q1 ADDED — — — 26,020 +10,985 +73.1% 0.15% $1.6M 2026-05-19 $69.17
2025 Q2 REDUCED 65.2% +11.0% ❌ 15,035 -28,165 -65.2% 0.10% $1.0M 2025-08-13 $76.95
2025 Q1 REDUCED 26.5% +25.0% ❌ 43,200 -15,575 -26.5% 0.26% $2.3M 2025-05-14 $58.50
2025 Q1 ADDED — — — 58,775 +27,244 +86.4% 0.36% $3.2M 2025-05-14 $58.50
2024 Q4 ADDED — — — 31,531 +1,831 +6.2% 0.25% $2.7M 2025-01-16 $86.38
2024 Q4 ADDED — — — 29,700 +14,100 +90.4% 0.24% $2.5M 2025-01-16 $86.38
2024 Q3 REDUCED 37.3% +30.3% ❌ 15,600 -9,291 -37.3% 0.06% $1.0M 2024-10-08 $68.25
2024 Q3 ADDED — — — 24,891 +4,152 +20.0% 0.10% $1.7M 2024-10-08 $68.25
2024 Q2 ADDED — — — 20,739 +8,539 +70.0% 0.11% $1.3M 2024-07-18 $68.00
2024 Q2 REDUCED 56.0% +4.1% ❌ 12,200 -15,525 -56.0% 0.06% $787K 2024-07-18 $68.00
2024 Q1 ADDED — — — 27,725 +9,225 +49.9% 0.23% $2.3M 2024-04-11 $80.06
2024 Q1 REDUCED 44.8% -24.5% ✅ 18,500 -15,025 -44.8% 0.15% $1.6M 2024-04-11 $80.06
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XYZ

As of 2026 Q2 — sorted by position size

Hyperion Asset Management Ltd 3Y 5.4% DB Fitzpatrick & Co, Inc 3Y 1.49% GFG Capital, LLC 3Y 0.83% Ulland Investment Advisors, LLC 3Y 0.71% IFP Advisors, Inc 3Y 7Y 0.27% JBGlobal.com LLC 0.26% Accurate Wealth Management, LLC 3Y 0.25% Stonekeep Investments, LLC 0.16% HARRELL INVESTMENT PARTNERS, LLC 3Y 0.14% Grant Private Wealth Management Inc 0.12%

FAQ About Royal Fund Management, LLC and XYZ

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

How long has Royal Fund Management, LLC reported owning XYZ?

Royal Fund Management, LLC reported XYZ across 14 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XYZ position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for XYZ was 0.37% in 2026 Q2.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2026 Q2, when Royal Fund Management, LLC reported 57,920 shares, equal to 0.37% of portfolio, with an estimated market value of $4.4M.

What does the chart on this XYZ ownership page compare?

The chart compares Royal Fund Management, LLC's quarterly XYZ 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 Fund Management, LLC time their XYZ position?

Based on 13F filing dates vs. subsequent XYZ price moves, Royal Fund Management, LLC correctly timed 10 out of 26 reported position changes (38%). The annualised alpha on XYZ relative to SPY over the holding period was -73.0%.

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