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Addison Advisors’s Royal Bank of Canada RY Stock Holding History

Addison Advisors’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
2026
Q1 		$189K Buy
1,171
+3
+0.3% +$502 0.04% 231
2025
Q4 		$199K Buy
1,168
+4
+0.3% +$614 0.04% 221
2025
Q3 		$171K Buy
1,164
+211
+22% +$29.1K 0.04% 242
2025
Q2 		$125K Sell
953
-68
-7% -$8.32K 0.03% 273
2025
Q1 		$115K Buy
1,021
+58
+6% +$6.83K 0.03% 281
2024
Q4 		$116K Buy
963
+18
+2% +$2.22K 0.03% 278
2024
Q3 		$118K Buy
945
+82
+10% +$9.41K 0.03% 286
2024
Q2 		$91.8K Buy
863
+332
+63% +$34.1K 0.03% 302
2024
Q1 		$53.6K Buy
531
+2
+0.4% +$197 0.02% 356
2023
Q4 		$53.5K Buy
529
+300
+131% +$26.4K 0.02% 350
2023
Q3 		$20K Sell
229
-259
-53% -$24.1K 0.01% 426
2023
Q2 		$46.6K Buy
488
+38
+8% +$3.63K 0.02% 323
2023
Q1 		$43K Sell
450
-1,197
-73% -$119K 0.02% 314
2022
Q4 		$155K Buy
1,647
+581
+55% +$54.8K 0.09% 149
2022
Q3 		$96K Buy
1,066
+598
+128% +$57.3K 0.06% 192
2022
Q2 		$45K Sell
468
-370
-44% -$37.8K 0.03% 272
2022
Q1 		$92K Buy
+838
New +$94K 0.05% 214

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's RY Position: Q1 2026 in Review

Addison Advisors increased its Royal Bank of Canada (RY) stake by 0.26% in Q1 2026, buying an estimated $502 and bringing the position to 1,171 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #231.

Addison Advisors first reported a position in RY in Q1 2022 and has held it in 17 quarters since. The position peaked at $199K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Addison Advisors held 1,171 shares of Royal Bank of Canada worth $189K as of Q1 2026.
  • Addison Advisors bought 3 Royal Bank of Canada shares in Q1 2026, an estimated $502.
  • Royal Bank of Canada made up 0.04% of Addison Advisors's portfolio in Q1 2026, its #231 holding.
  • Addison Advisors first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 17 quarters since.
  • Addison Advisors's Royal Bank of Canada position peaked at $199K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.