Mackenzie Financial Corp.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Mackenzie Financial Corp. reported 1,534 stock positions worth $100.0 billion. Its top holding was Royal Bank of Canada (RY) at 5.5% of the portfolio, followed by Toronto-Dominion Bank (TD, 3.9%) and Nvidia (NVDA, 2.9%). Compared with Q1 2026, it opened 272 new positions, sold out of 147, added to 781 and reduced 460. The biggest buy was Canadian Pacific Kansas City (CP, shares +9%) and the biggest sale Shopify Class A (SHOP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO ONTARIO, A6
- CIK
- 0000919859
- Portfolio Value
- $100.0B (Q2 2026)
- SEC Filing
- 0001062993-26-004254 ↗ filed Aug 13, 2026
Holdings Value
Holdings 1,534 stocks · $100.0B
| RY Royal Bank of Canada | 5.48% | 18,640,712 | $5.5B | Reduce -4.3% |
| TD Toronto-Dominion Bank | 3.95% | 22,892,530 | $3.9B | Reduce -5.1% |
| NVDA Nvidia Corp. | 2.88% | 14,390,030 | $2.9B | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.59% | 3,472,617 | $2.6B | Add +1.2% |
| AAPL Apple Inc. | 2.57% | 8,875,771 | $2.6B | Reduce -7.8% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 2.14% | 8,547,687 | $2.1B | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.14% | 5,994,206 | $2.1B | Reduce -4.0% |
| CP Canadian Pacific Kansas City | 2.10% | 17,049,319 | $2.1B | Add +9.1% |
| MSFT Microsoft Corp. | 1.97% | 5,277,358 | $2.0B | Add +4.0% |
| AEM Agnico Eagle Mines Ltd. | 1.97% | 8,920,911 | $2.0B | Add +0.9% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.79% | 10,936,865 | $1.8B | Add +6.6% |
| MFC Manulife Financial Corp. | 1.70% | 29,507,839 | $1.7B | Reduce -1.3% |
| ENB Enbridge Inc. | 1.63% | 21,151,328 | $1.6B | Add +3.5% |
| CNQ Canadian Natural Resources | 1.53% | 27,195,960 | $1.5B | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.52% | 6,387,767 | $1.5B | Add +9.2% |
| CNI Canadian Natl Railway Co. | 1.51% | 8,939,323 | $1.5B | Add +1.9% |
| BN Brookfield Corp. | 1.50% | 24,936,347 | $1.5B | Add +12.5% |
| TRP TC Energy Corp. | 1.15% | 12,194,884 | $1.1B | Reduce -4.5% |
| SU Suncor Energy Inc. | 1.08% | 14,106,922 | $1.1B | Reduce -0.4% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 1.07% | 8,653,592 | $1.1B | Add +0.1% |
| AVGO Broadcom Inc. | 1.05% | 2,767,511 | $1.0B | Add +8.0% |
| B Barrick Mining Corp. | 1.03% | 19,831,196 | $1.0B | Add +0.3% |
| JNJ Johnson & Johnson | 1.03% | 4,068,333 | $1.0B | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 0.88% | 1,553,601 | $875.1M | Add +9.0% |
| CVE Cenovus Energy Inc. | 0.75% | 21,250,409 | $747.8M | Reduce -16.6% |
| WPM Wheaton Precious Metals Corp. | 0.75% | 4,685,074 | $747.5M | Add +16.3% |
| JPM JPMorgan Chase & Co. | 0.71% | 2,177,285 | $712.7M | Add +9.8% |
| LLY Eli Lilly & Co. | 0.70% | 580,460 | $696.2M | Add +14.7% |
| SLF Sun Life Financial Inc. | 0.70% | 6,244,664 | $695.3M | Add +2.3% |
| LRCX Lam Research Corp. | 0.69% | 1,582,810 | $685.9M | Reduce -2.1% |
| MU Micron Technology Inc. | 0.66% | 567,565 | $655.1M | Add +18.1% |
| V Visa Inc. Class A | 0.65% | 1,882,250 | $645.8M | Add +25.0% |
| TECK Teck Resources Ltd.-CLS B | 0.62% | 7,280,608 | $615.0M | Reduce -18.5% |
| AGG iShares Core U.S. Aggregate | 0.57% | 5,736,700 | $567.8M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.52% | 713,175 | $515.6M | Add +11.1% |
| GIL Gildan Activewear Inc. | 0.49% | 6,748,764 | $493.5M | Add +2.5% |
| BAM Brookfield Asset Mgmt-A | 0.49% | 7,748,249 | $492.9M | Reduce -20.6% |
| KO The Coca-Cola Co. | 0.48% | 5,884,312 | $478.2M | Add +2.4% |
| GIB Cgi Inc. | 0.47% | 5,174,015 | $474.3M | Reduce -4.9% |
| FNV Franco-Nevada Corp. | 0.47% | 1,595,402 | $472.1M | Reduce -34.7% |
| PM Philip Morris International | 0.47% | 2,591,092 | $468.8M | Add +0.3% |
| PBA Pembina Pipeline Corp. | 0.47% | 7,134,199 | $468.1M | Reduce -13.9% |
| CSCO Cisco Systems Inc. | 0.47% | 3,966,544 | $465.9M | Reduce -21.3% |
| TU Telus Corp. | 0.45% | 29,719,699 | $445.8M | Reduce -11.7% |
| LIN Linde PLC | 0.44% | 842,890 | $437.4M | Reduce -14.3% |
| HBM Hudbay Minerals Inc. | 0.44% | 13,031,045 | $436.4M | Add +20.9% |
| KGC Kinross Gold Corp. | 0.44% | 12,985,119 | $436.0M | Reduce -15.5% |
| UNH Unitedhealth Group Inc. | 0.43% | 1,038,640 | $431.7M | Add +112.2% |
| ABBV Abbvie Inc. | 0.43% | 1,707,786 | $429.7M | Reduce -17.3% |
| MA Mastercard Inc. Class A | 0.40% | 769,690 | $395.3M | Reduce -18.1% |
| CLS Celestica Inc. | 0.39% | 759,081 | $392.6M | Add +41.0% |
| CAT Caterpillar Inc. | 0.39% | 363,903 | $387.5M | Reduce -14.8% |
| AMD Advanced Micro Devices | 0.39% | 666,172 | $387.0M | Add +50.4% |
| HD Home Depot Inc. | 0.39% | 1,094,344 | $386.0M | Add +18.8% |
| FTS Fortis Inc. | 0.37% | 4,518,242 | $367.1M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.35% | 1,177,208 | $350.9M | Add +52.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 2,315,756 | $350.8M | Reduce -18.5% |
| UNP Union Pacific Corp. | 0.33% | 1,228,953 | $334.3M | Reduce -8.7% |
| DUK Duke Energy Corp. | 0.32% | 2,515,500 | $318.4M | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.31% | 2,233,016 | $305.3M | Reduce -39.0% |
| MRK Merck & Co. Inc. | 0.31% | 2,373,431 | $305.0M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.30% | 2,031,724 | $297.9M | Add +0.3% |
| TSLA Tesla Inc. | 0.30% | 707,361 | $297.5M | Add +30.0% |
| GLW Corning Inc. | 0.30% | 1,157,763 | $295.7M | Add +80.3% |
| EMA Emera Inc. | 0.29% | 3,894,059 | $293.0M | Reduce -4.7% |
| WMB Williams Cos Inc. | 0.29% | 3,909,415 | $290.6M | Reduce -9.7% |
| GOOG Alphabet Inc. Class C | 0.29% | 807,377 | $285.3M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 0.29% | 291,332 | $285.0M | Reduce -13.7% |
| CCJ Cameco Corp. | 0.28% | 1,959,688 | $283.3M | Add +50.9% |
| CAE Cae Inc. | 0.28% | 7,916,812 | $281.1M | Reduce -33.7% |
| EFA iShares MSCI Eafe ETF | 0.28% | 2,665,967 | $276.9M | Add +5.5% |
| WMT Walmart Inc. | 0.27% | 2,413,697 | $273.4M | Reduce -28.7% |
| AGI Alamos Gold Inc. Class A | 0.27% | 6,323,229 | $271.9M | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 0.26% | 2,033,130 | $256.9M | Add +99.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.25% | 3,173,717 | $253.8M | Add +41.1% |
| TLT iShares 20+ Year Treasury BD | 0.25% | 2,913,300 | $251.8M | Reduce -8.9% |
| KLAC KLA Corp. | 0.24% | 803,300 | $242.4M | Reduce -5.7% |
| STX Seagate Technology Holdings | 0.24% | 249,469 | $240.7M | Add +38.8% |
| PSX Phillips 66 | 0.24% | 1,410,114 | $238.4M | Add +118.7% |
| APH Amphenol Corp. Class A | 0.24% | 1,345,709 | $237.3M | Reduce -8.8% |
| BAC Bank of America Corp. | 0.24% | 4,134,939 | $235.6M | Add +3.5% |
| TFII Tfi International Inc. | 0.23% | 1,149,794 | $234.7M | Add +102.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 467,062 | $233.7M | Reduce -0.2% |
| DOO BRP Inc./Ca- Sub Voting | 0.23% | 2,616,063 | $226.6M | Add +2.2% |
| RCI Rogers Communications Inc. Class B | 0.22% | 4,870,386 | $224.7M | Add +11.4% |
| PCG P G & E Corp. | 0.22% | 13,278,514 | $223.3M | Add +29.6% |
| BDX Becton Dickinson and Co. | 0.22% | 1,433,406 | $216.9M | Add +3373.2% |
| INTC Intel Corp. | 0.21% | 1,519,383 | $212.2M | Reduce -30.0% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 561,182 | $209.7M | Add +30.3% |
| COST Costco Wholesale Corp. | 0.21% | 223,379 | $209.0M | Reduce -8.7% |
| NEE Nextera Energy Inc. | 0.20% | 2,312,715 | $203.0M | Reduce -10.5% |
| MCD McDonald's Corp. | 0.20% | 736,107 | $199.0M | Reduce -25.8% |
| DHR Danaher Corp. | 0.20% | 1,044,132 | $198.9M | Reduce -14.0% |
| C Citigroup Inc. | 0.20% | 1,405,409 | $196.7M | Reduce -9.3% |
| DSGX The Descartes Systems Grp | 0.19% | 1,971,360 | $193.6M | Reduce -19.4% |
| SPGI S&P Global Inc. | 0.19% | 463,901 | $188.9M | Reduce -33.2% |
| WFG West Fraser Timber Co. Ltd. | 0.18% | 1,878,614 | $180.4M | Add +5.1% |
| CVS CVS Health Corp. | 0.18% | 1,718,574 | $177.8M | Add +8.1% |
| WDC Western Digital Corp. | 0.18% | 276,650 | $176.7M | Reduce -23.7% |
| CME Cme Group Inc. | 0.18% | 797,795 | $176.2M | Reduce -54.0% |
Options reported separately and not counted above: DOW puts ($90K), QQQ puts ($49K), HPE puts ($49K), DXCM puts ($46K), NFLX puts ($46K), OXY puts ($40K), NKE puts ($36K), IBKR puts ($31K), MCHP puts ($28K), HYG puts ($19K), WFC puts ($17K), CARR puts ($17K), and 8 more.
Portfolio Sells Q1 2026 → Q2 2026
| SHOP Shopify Inc. Class A | Reduce -3.9% | 0.00% | −1.41 |
| WCN Waste Connections Inc. | Reduce -5.6% | 0.02% | −0.95 |
| XOM Exxon Mobil Corp. | Reduce -39.0% | 0.31% | −0.44 |
| CME Cme Group Inc. | Reduce -54.0% | 0.18% | −0.44 |
| TTE Totalenergies SE | Reduce -25.0% | 0.12% | −0.37 |
| AAPL Apple Inc. | Reduce -7.8% | 2.57% | −0.36 |
| MCK McKesson Corp. | Reduce -81.6% | 0.04% | −0.27 |
| JNJ Johnson & Johnson | Reduce -7.7% | 1.03% | −0.26 |
| AZN Astrazeneca PLC | Reduce -8.0% | 0.08% | −0.26 |
| FNV Franco-Nevada Corp. | Reduce -34.7% | 0.47% | −0.25 |
| MSI Motorola Solutions Inc. | Reduce -53.1% | 0.14% | −0.24 |
| WMT Walmart Inc. | Reduce -28.7% | 0.27% | −0.23 |
| STN Stantec Inc. | Reduce -69.2% | 0.09% | −0.23 |
| CBOE Cboe Global Markets Inc. | Reduce -82.1% | 0.03% | −0.21 |
| AU Anglogold Ashanti PLC | Reduce -6.3% | 0.05% | −0.20 |
| CL Colgate-Palmolive Co. | Reduce -50.1% | 0.16% | −0.20 |
| TJX TJX Companies Inc. | Reduce -18.5% | 0.35% | −0.19 |
| HON Honeywell International Inc. | Reduce -70.8% | 0.02% | −0.17 |
| MCD McDonald's Corp. | Reduce -25.8% | 0.20% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -18.1% | 0.40% | −0.17 |
| SPGI S&P Global Inc. | Reduce -33.2% | 0.19% | −0.17 |
| ACN Accenture PLC Class A | Reduce -74.1% | 0.03% | −0.16 |
| CVX Chevron Corp. | Reduce -57.2% | 0.06% | −0.16 |
| BGSI Boyd Group Services Inc. | Reduce -58.4% | 0.09% | −0.15 |
| LIN Linde PLC | Reduce -14.3% | 0.44% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -57.2% | 0.10% | −0.15 |
| SYK Stryker Corp. | Reduce -36.3% | 0.15% | −0.15 |
| MDT Medtronic PLC | Reduce -47.4% | 0.09% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.4% | 2.88% | −0.14 |
| JKHY Jack Henry & Associates Inc. | Reduce -61.5% | 0.05% | −0.13 |
| AKAM Akamai Technologies Inc. | Reduce -59.8% | 0.07% | −0.13 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.13 |
| KGC Kinross Gold Corp. | Reduce -15.5% | 0.44% | −0.13 |
| CRL Charles River Laboratories | Reduce -99.7% | 0.00% | −0.12 |
| MMS Maximus Inc. | Sold out | 0.00% | −0.12 |
| CRUS Cirrus Logic Inc. | Reduce -76.0% | 0.03% | −0.12 |
| ALGN Align Technology Inc. | Reduce -99.4% | 0.00% | −0.12 |
| KEYS Keysight Technologies Inc. | Reduce -76.1% | 0.04% | −0.11 |
| TECH Bio-Techne Corp. | Reduce -99.7% | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Reduce -17.3% | 0.43% | −0.11 |
| DUK Duke Energy Corp. | Reduce -6.8% | 0.32% | −0.11 |
| NFLX Netflix Inc. | Reduce -21.0% | 0.10% | −0.10 |
| VNT Vontier Corp. | Reduce -95.5% | 0.00% | −0.10 |
| FSV Firstservice Corp. | Reduce -48.6% | 0.15% | −0.09 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.09 |
| CAE Cae Inc. | Reduce -33.7% | 0.28% | −0.09 |
| EXLS Exlservice Holdings Inc. | Reduce -96.6% | 0.00% | −0.09 |
| WFC Wells Fargo & Co. | Reduce -32.8% | 0.12% | −0.09 |
| WMB Williams Cos Inc. | Reduce -9.7% | 0.29% | −0.09 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| CP Canadian Pacific Kansas City | Add +9.1% | 2.10% | +0.62 |
| CM Can Imperial BK of Commerce | Add +6.6% | 1.79% | +0.62 |
| MU Micron Technology Inc. | Add +18.1% | 0.66% | +0.46 |
| CNI Canadian Natl Railway Co. | Add +1.9% | 1.51% | +0.43 |
| BN Brookfield Corp. | Add +12.5% | 1.50% | +0.42 |
| BNS Bank of Nova Scotia | Add +0.1% | 1.07% | +0.35 |
| ENB Enbridge Inc. | Add +3.5% | 1.63% | +0.30 |
| AMD Advanced Micro Devices | Add +50.4% | 0.39% | +0.28 |
| UNH Unitedhealth Group Inc. | Add +112.2% | 0.43% | +0.27 |
| AMAT Applied Materials Inc. | Add +11.1% | 0.52% | +0.25 |
| SLF Sun Life Financial Inc. | Add +2.3% | 0.70% | +0.24 |
| CLS Celestica Inc. | Add +41.0% | 0.39% | +0.21 |
| BDX Becton Dickinson and Co. | Add +3373.2% | 0.22% | +0.21 |
| GLW Corning Inc. | Add +80.3% | 0.30% | +0.19 |
| TXN Texas Instruments Inc. | Add +52.2% | 0.35% | +0.17 |
| HBM Hudbay Minerals Inc. | Add +20.9% | 0.44% | +0.17 |
| TFII Tfi International Inc. | Add +102.5% | 0.23% | +0.16 |
| STX Seagate Technology Holdings | Add +38.8% | 0.24% | +0.16 |
| LLY Eli Lilly & Co. | Add +14.7% | 0.70% | +0.14 |
| OGC Oceanagold Corp. | New | 0.11% | +0.11 |
| CCJ Cameco Corp. | Add +50.9% | 0.28% | +0.11 |
| WPM Wheaton Precious Metals Corp. | Add +16.3% | 0.75% | +0.11 |
| SLB SLB Ltd. | Add +272.2% | 0.17% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +84.0% | 0.15% | +0.11 |
| SOBO South Bow Corp. | Add +410.9% | 0.13% | +0.11 |
| V Visa Inc. Class A | Add +25.0% | 0.65% | +0.10 |
| PSX Phillips 66 | Add +118.7% | 0.24% | +0.10 |
| GTX Garrett Motion Inc. | Add +1012.1% | 0.10% | +0.10 |
| SNDK Sandisk Corp. | Add +21.9% | 0.13% | +0.09 |
| AVGO Broadcom Inc. | Add +8.0% | 1.05% | +0.09 |
| FCX Freeport-McMoran Inc. | Add +287.4% | 0.13% | +0.09 |
| GILD Gilead Sciences Inc. | Add +99.9% | 0.26% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +146.0% | 0.13% | +0.09 |
| PCAR Paccar Inc. | Add +203.3% | 0.14% | +0.08 |
| GFL GFL Environmental Inc.-Sub VT | Add +107.2% | 0.15% | +0.08 |
| SNPS Synopsys Inc. | Add +313.8% | 0.10% | +0.08 |
| IBKR Interactive Brokers Gro Class A | Add +1568.9% | 0.07% | +0.07 |
| CARR Carrier Global Corp. | Add +114.5% | 0.12% | +0.07 |
| ELV Elevance Health Inc. | Add +221.1% | 0.09% | +0.07 |
| B Barrick Mining Corp. | Add +0.3% | 1.03% | +0.07 |
| COLB Columbia Banking System Inc. | Add +179.9% | 0.10% | +0.06 |
| HCA HCA Healthcare Inc. | Add +362.2% | 0.09% | +0.06 |
| GE General Electric | Add +30.3% | 0.21% | +0.06 |
| AMZN Amazon.com Inc. | Add +9.2% | 1.52% | +0.06 |
| KNX Knight-Swift Transportation | Add +8901.1% | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +131.4% | 0.09% | +0.06 |
| TSLA Tesla Inc. | Add +30.0% | 0.30% | +0.06 |
| URI United Rentals Inc. | Add +161.1% | 0.08% | +0.05 |
| GIL Gildan Activewear Inc. | Add +2.5% | 0.49% | +0.05 |
| EXPE Expedia Group Inc. | Add +102.7% | 0.11% | +0.05 |
Options Activity Q1 2026 → Q2 2026
| ISHARES TR | put | Sold out | 2,487,200 | $149Kbefore exit |
| DOW Dow Inc. | put | New | 31,200 | $90K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 267,000 | $49K |
| HPE Hewlett Packard Enterprise | put | New | 19,800 | $49K |
| DXCM Dexcom Inc. | put | New | 14,800 | $46K |
| NFLX Netflix Inc. | put | New | 12,700 | $46K |
| OXY Occidental Petroleum Corp. | put | New | 18,900 | $40K |
| NKE Nike Inc. Class B | put | New | 22,000 | $36K |
| IBKR Interactive Brokers Gro Class A | put | New | 16,200 | $31K |
| STARBUCKS CORP | put | Sold out | 10,700 | $30Kbefore exit |
| MCHP Microchip Technology Inc. | put | New | 36,100 | $28K |
| NIKE INC | put | Sold out | 18,900 | $27Kbefore exit |
| CVS HEALTH CORP | put | Sold out | 14,200 | $26Kbefore exit |
| CARNIVAL CORP | put | Sold out | 39,100 | $23Kbefore exit |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | put | New | 1,294,400 | $19K |
| NETFLIX INC. | put | Sold out | 10,900 | $19Kbefore exit |
| WELLS FARGO & CO | put | Sold out | 13,400 | $18Kbefore exit |
| UNITED PARCEL SVCS INC | put | Sold out | 10,200 | $18Kbefore exit |
| WFC Wells Fargo & Co. | put | New | 11,800 | $17K |
| CARR Carrier Global Corp. | put | New | 63,000 | $17K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 460,000 | $16K |
| HAL Halliburton Co. | put | New | 28,200 | $15K |
| DVN Devon Energy Corp. | put | New | 22,900 | $15K |
| MRK Merck & Co. Inc. | put | New | 11,400 | $14K |
| BEST BUY INC | put | Sold out | 15,700 | $13Kbefore exit |
| UBER Uber Technologies Inc. | put | New | 24,400 | $12K |
| NEXTERA ENERGY INC | put | Sold out | 11,200 | $12Kbefore exit |
| BANK OF AMER CORP | put | Sold out | 21,000 | $11Kbefore exit |
| TOTALENERGIES SE | put | Sold out | 13,000 | $10Kbefore exit |
| JCI Johnson Controls Internation | put | New | 10,400 | $8K |
| OCCIDENTAL PETE CORP | put | Sold out | 17,800 | $7Kbefore exit |
| FCX Freeport-McMoran Inc. | put | New | 17,300 | $6K |
| DOW HLDGS INC | put | Sold out | 27,700 | $5Kbefore exit |
| VIK Viking Holdings Ltd. | put | New | 16,600 | $4K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,534 | $100.0B | RY, TD, NVDA, SPY, AAPL |
| Q1 2026 | 1,406 | $83.3B | RY, NVDA, AAPL, TD, SPY |
| Q4 2025 | 1,650 | $84.4B | RY, MSFT, AAPL, NVDA, TD |
| Q3 2025 | 1,682 | $82.6B | RY, MSFT, NVDA, AAPL, SPY |
| Q2 2025 | 1,686 | $77.2B | RY, MSFT, TD, SPY, AAPL |
| Q1 2025 | 1,659 | $70.3B | RY, MSFT, AAPL, SPY, TD |
| Q4 2024Amended | 1,688 | $73.4B | RY, MSFT, AAPL, SPY, TD |
| Q3 2024 | 1,573 | $71.9B | RY, MSFT, SPY, AAPL, TD |
| Q2 2024 | 1,533 | $67.3B | RY, MSFT, SPY, TD, AAPL |
| Q1 2024 | 1,518 | $69.1B | RY, MSFT, SPY, TD, BMO |