1ST Source Bank’s Royal Bank of Canada RY Stock Holding History

1ST Source Bank’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,717	Closed	-$207K	–	265
2024 Q4	$207K	Hold	1,717	–	–	0.01%	255
2024 Q3	$214K	Buy	+1,717	New	+$197K	0.01%	256
2024 Q1	–	Sell	-2,056	Closed	-$208K	–	255
2023 Q4	$208K	Buy	+2,056	New	+$181K	0.01%	246
2022 Q2	–	Sell	-2,356	Closed	-$260K	–	262
2022 Q1	$260K	Hold	2,356	–	–	0.02%	238
2021 Q4	$250K	Hold	2,356	–	–	0.01%	240
2021 Q3	$235K	Hold	2,356	–	–	0.01%	241
2021 Q2	$239K	Hold	2,356	–	–	0.02%	242
2021 Q1	$218K	Buy	+2,356	New	+$205K	0.01%	242
2018 Q4	–	Sell	-2,535	Closed	-$204K	–	225
2018 Q3	$204K	Buy	+2,535	New	+$199K	0.02%	226
2015 Q1	–	Sell	-7,429	Closed	-$514K	–	235
2014 Q4	$514K	Sell	7,429 -1,499	-17%	-$106K	0.06%	143
2014 Q3	$638K	Sell	8,928 -1,513	-14%	-$111K	0.08%	123
2014 Q2	$746K	Sell	10,441 -3,000	-22%	-$203K	0.1%	119
2014 Q1	$887K	Sell	13,441 -6,229	-32%	-$403K	0.12%	113
2013 Q4	$1.32M	Sell	19,670 -3,192	-14%	-$212K	0.18%	93
2013 Q3	$1.47M	Buy	22,862 +736	+3%	+$45.7K	0.22%	87
2013 Q2	$1.29M	Buy	+22,126	New	+$1.32M	0.22%	80

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return