Lorne Steinberg Wealth Management Inc.
Position in RY — Royal Bank Of Canada
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in RY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$27,428,078
+$6,337,305 QoQ
Shares Held
132,522
+1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.73%
of 13F equity value
Holder Rank
#156
of 982 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. RY ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
This page
|
132,522 | $27,428,078 | |
| 2 | TD |
Toronto Dominion Bank
|
162,268 | $19,704,203 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
101,991 | $18,021,809 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146,592 | $16,858,080 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
39,408 | $12,899,420 | |
| 6 | BNS |
Bank Of Nova Scotia
|
116,512 | $10,117,902 | |
| 7 | ING |
Ing Groep NV
|
10,250 | $321,645 | |
| 8 | BAC |
Bank Of America Corp /De/
|
3,641 | $207,464 |
All Filings in RY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,428,078 | 132,522 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,090,773 | 130,367 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,809,762 | 127,924 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $18,697,412 | 126,917 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,036,471 | 121,904 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,129,062 | 116,475 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,504,591 | 112,062 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,041,604 | 112,576 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,086,498 | 104,216 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,710,227 | 106,168 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,767,715 | 106,474 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,871,400 | 101,457 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $8,927,892 | 93,476 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $8,270,059 | 86,525 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,073,403 | 85,869 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,781,346 | 86,421 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,993,749 | 82,563 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,718,607 | 79,066 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,184,667 | 77,112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,337,843 | 73,762 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,548,304 | 74,507 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,794,032 | 73,680 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,493,424 | 66,944 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||