Aviso Financial’s Royal Bank of Canada RY Stock Holding History

Aviso Financial’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	$44.7M	Sell	276,652 -1,766	-0.6%	-$295K	1.59%	26
2025 Q4	$47.5M	Buy	278,418 +11,861	+4%	+$1.82M	1.8%	24
2025 Q3	$39.3M	Buy	266,557 +9,580	+4%	+$1.32M	1.6%	23
2025 Q2	$33.9M	Buy	256,977 +5,899	+2%	+$722K	1.53%	25
2025 Q1	$28.3M	Buy	251,078 +40,689	+19%	+$4.79M	1.4%	25
2024 Q4	$25.4M	Buy	210,389 +7,629	+4%	+$942K	1.28%	24
2024 Q3	$25.3M	Buy	202,760 +8,107	+4%	+$931K	1.25%	24
2024 Q2	$20.6M	Buy	+194,653	New	+$20M	1.15%	26

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

Aviso Financial's RY Position: Q1 2026 in Review

Aviso Financial reduced its Royal Bank of Canada (RY) stake by 0.63% in Q1 2026, selling an estimated $295K and leaving 276,652 shares worth $44.7M. The position accounts for 1.59% of the portfolio, ranked #26.

Aviso Financial first reported a position in RY in Q2 2024 and has held it in 8 quarters since. The position peaked at $47.5M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Aviso Financial held 276,652 shares of Royal Bank of Canada worth $44.7M as of Q1 2026.
Aviso Financial sold 1,766 Royal Bank of Canada shares in Q1 2026, an estimated $295K.
Royal Bank of Canada made up 1.59% of Aviso Financial's portfolio in Q1 2026, its #26 holding.
Aviso Financial first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Royal Bank of Canada position peaked at $47.5M in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.