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Aprio Wealth Management’s Royal Bank of Canada RY Stock Holding History

Aprio Wealth Management’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 		$1.84M Buy
11,376
+300
+3% +$50.2K 0.1% 135
2025
Q4 		$1.9M Buy
11,076
+225
+2% +$34.6K 0.11% 127
2025
Q3 		$1.6M Buy
10,851
+281
+3% +$38.7K 0.16% 90
2025
Q2 		$1.39M Buy
10,570
+925
+10% +$113K 0.16% 88
2025
Q1 		$1.09M Buy
9,645
+300
+3% +$35.3K 0.14% 102
2024
Q4 		$1.13M Buy
9,345
+915
+11% +$113K 0.16% 80
2024
Q3 		$1.05M Buy
8,430
+499
+6% +$57.3K 0.17% 77
2024
Q2 		$844K Buy
7,931
+311
+4% +$32K 0.15% 81
2024
Q1 		$769K Sell
7,620
-10,284
-57% -$1.01M 0.15% 83
2023
Q4 		$1.81M Buy
17,904
+1,166
+7% +$103K 0.4% 37
2023
Q3 		$1.46M Sell
16,738
-106
-0.6% -$9.86K 0.4% 35
2023
Q2 		$1.61M Buy
16,844
+2,007
+14% +$192K 0.44% 29
2023
Q1 		$1.42M Buy
14,837
+5
+0% +$496 0.44% 28
2022
Q4 		$1.39M Buy
14,832
+66
+0.4% +$6.23K 0.49% 29
2022
Q3 		$1.33M Buy
+14,766
New +$1.42M 0.53% 30

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

Aprio Wealth Management's RY Position: Q1 2026 in Review

Aprio Wealth Management increased its Royal Bank of Canada (RY) stake by 2.7% in Q1 2026, buying an estimated $50.2K and bringing the position to 11,376 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #135.

Aprio Wealth Management first reported a position in RY in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Aprio Wealth Management held 11,376 shares of Royal Bank of Canada worth $1.84M as of Q1 2026.
  • Aprio Wealth Management bought 300 Royal Bank of Canada shares in Q1 2026, an estimated $50.2K.
  • Royal Bank of Canada made up 0.1% of Aprio Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Aprio Wealth Management first reported a position in Royal Bank of Canada in Q3 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's Royal Bank of Canada position peaked at $1.9M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.