Ategra Capital Management’s Royal Bank of Canada RY Stock Holding History

Ategra Capital 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
2025 Q4	–	Sell	-10,000	Closed	-$1.47M	–	30
2025 Q3	$1.47M	Hold	10,000	–	–	0.87%	20
2025 Q2	$15.3K	Sell	10,000 -61,200	-86%	-$7.49M	0.01%	22
2025 Q1	$114K	Buy	+71,200	New	+$8.38M	0.09%	21

Other funds holding RY

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ategra Capital Management's RY Position: Q4 2023 in Review

Ategra Capital Management sold out of Royal Bank of Canada (RY) in Q4 2023, closing a stake of 5,448 shares — an estimated $476K sold.

Ategra Capital Management first reported a position in RY in Q1 2019 and held it in 19 quarters. The position peaked at $680K in Q1 2022. 676 funds tracked by Wall St. Rank hold RY as of Q4 2023.

Ategra Capital Management reported no remaining Royal Bank of Canada position as of Q4 2023 after selling out during the quarter.
Ategra Capital Management sold 5,448 Royal Bank of Canada shares in Q4 2023, an estimated $476K.
Ategra Capital Management first reported a position in Royal Bank of Canada in Q1 2019 and held it in 19 quarters.
Ategra Capital Management's Royal Bank of Canada position peaked at $680K in Q1 2022.
676 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2023.

Based on Ategra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2025.