Aptus Capital Advisors’s Royal Bank of Canada RY Stock Holding History

Aptus Capital 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	$1.04M	Buy	6,427 +3,641	+131%	+$609K	0.01%	577
2025 Q4	$475K	Buy	2,786 +130	+5%	+$20K	﹤0.01%	746
2025 Q3	$391K	Buy	2,656 +839	+46%	+$116K	﹤0.01%	767
2025 Q2	$239K	Sell	1,817 -16	-0.9%	-$1.96K	﹤0.01%	888
2025 Q1	$207K	Buy	+1,833	New	+$216K	﹤0.01%	879
2024 Q2	–	Sell	-5,940	Closed	-$599K	–	1228
2024 Q1	$599K	Buy	5,940 +563	+10%	+$55.6K	0.01%	473
2023 Q4	$544K	Hold	5,377	–	–	0.02%	368
2023 Q3	$470K	Hold	5,377	–	–	0.01%	393
2023 Q2	$514K	Hold	5,377	–	–	0.02%	322
2023 Q1	$514K	Sell	5,377 -498	-8%	-$49.4K	0.01%	322
2022 Q4	$552K	Buy	5,875 +15	+0.3%	+$1.42K	0.02%	336
2022 Q3	$528K	Buy	5,860 +419	+8%	+$40.2K	0.02%	322
2022 Q2	$527K	Buy	5,441 +1,269	+30%	+$130K	0.02%	277
2022 Q1	$460K	Buy	4,172 +64	+2%	+$7.17K	0.01%	313
2021 Q4	$436K	Hold	4,108	–	–	0.01%	288
2021 Q3	$409K	Hold	4,108	–	–	0.02%	296
2021 Q2	$416K	Hold	4,108	–	–	0.02%	294
2021 Q1	$379K	Sell	4,108 -30	-0.7%	-$2.61K	0.02%	286
2020 Q4	$339K	Hold	4,138	–	–	0.02%	261
2020 Q3	$290K	Buy	4,138 +30	+0.7%	+$2.16K	0.02%	265
2020 Q2	$278K	Hold	4,108	–	–	0.02%	236
2020 Q1	$252K	Hold	4,108	–	–	0.03%	240
2019 Q4	$325K	Sell	4,108 -116	-3%	-$9.34K	0.03%	300
2019 Q3	$342K	Hold	4,224	–	–	0.04%	314
2019 Q2	$335K	Hold	4,224	–	–	0.05%	274
2019 Q1	$319K	Buy	+4,224	New	+$319K	0.06%	256

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 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 $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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

National Bank of Canada

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return