Ascent Group’s Royal Bank of Canada RY Stock Holding History

Ascent Group’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	$888K	Buy	5,491 +395	+8%	+$66.1K	0.03%	383
2025 Q4	$869K	Sell	5,096 -95	-2%	-$14.6K	0.03%	397
2025 Q3	$765K	Sell	5,191 -446	-8%	-$61.5K	0.03%	403
2025 Q2	$742K	Buy	5,637 +596	+12%	+$72.9K	0.03%	390
2025 Q1	$568K	Buy	5,041 +3,371	+202%	+$397K	0.02%	435
2024 Q4	$201K	Buy	+1,670	New	+$206K	0.02%	513
2023 Q2	–	Sell	-3,641	Closed	-$348K	–	492
2023 Q1	$348K	Buy	3,641 +1,209	+50%	+$120K	0.04%	371
2022 Q4	$229K	Buy	+2,432	New	+$230K	0.03%	434
2022 Q3	–	Sell	-2,501	Closed	-$244K	–	496
2022 Q2	$244K	Buy	2,501 +321	+15%	+$32.8K	0.03%	426
2022 Q1	$240K	Buy	+2,180	New	+$244K	0.03%	417

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Ascent Group's RY Position: Q1 2026 in Review

Ascent Group increased its Royal Bank of Canada (RY) stake by 7.8% in Q1 2026, buying an estimated $66.1K and bringing the position to 5,491 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #383.

Ascent Group first reported a position in RY in Q1 2022 and has held it in 10 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Ascent Group held 5,491 shares of Royal Bank of Canada worth $888K as of Q1 2026.
Ascent Group bought 395 Royal Bank of Canada shares in Q1 2026, an estimated $66.1K.
Royal Bank of Canada made up 0.03% of Ascent Group's portfolio in Q1 2026, its #383 holding.
Ascent Group first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 10 quarters since.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.