Atria Investments’s Royal Bank of Canada RY Stock Holding History

Atria Investments’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	$960K	Buy	5,936 +483	+9%	+$80.8K	0.01%	1077
2025 Q4	$930K	Buy	5,453 +49	+0.9%	+$7.53K	0.01%	1111
2025 Q3	$796K	Buy	5,404 +992	+22%	+$137K	0.01%	1170
2025 Q2	$580K	Buy	4,412 +2,129	+93%	+$260K	0.01%	1339
2025 Q1	$257K	Buy	2,283 +365	+19%	+$43K	﹤0.01%	1708
2024 Q4	$231K	Buy	1,918 +136	+8%	+$16.8K	﹤0.01%	1720
2024 Q3	$222K	Sell	1,782 -2,408	-57%	-$276K	﹤0.01%	1776
2024 Q2	$446K	Buy	+4,190	New	+$431K	0.01%	1360
2020 Q1	–	Sell	-2,755	Closed	-$218K	–	1060
2019 Q4	$218K	Buy	+2,755	New	+$222K	0.01%	1120

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

Atria Investments's RY Position: Q1 2026 in Review

Atria Investments increased its Royal Bank of Canada (RY) stake by 8.9% in Q1 2026, buying an estimated $80.8K and bringing the position to 5,936 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #1077.

Atria Investments first reported a position in RY in Q4 2019 and has held it in 9 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Atria Investments held 5,936 shares of Royal Bank of Canada worth $960K as of Q1 2026.
Atria Investments bought 483 Royal Bank of Canada shares in Q1 2026, an estimated $80.8K.
Royal Bank of Canada made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1077 holding.
Atria Investments first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 9 quarters since.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.