Balentine LLC’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,185
Closed -$584K 211
2025
Q1
$584K Hold
5,185
0.02% 102
2024
Q4
$625K Sell
5,185
-245
-5% -$30.2K 0.03% 79
2024
Q3
$677K Buy
+5,430
New +$623K 0.03% 79
2023
Q4
Sell
-2,388
Closed -$209K 604
2023
Q3
$209K Buy
2,388
+66
+3% +$6.14K 0.01% 452
2023
Q2
$222K Sell
2,322
-401
-15% -$38.3K 0.01% 458
2023
Q1
$260K Sell
2,723
-23,828
-90% -$2.36M 0.01% 455
2022
Q4
$2.5M Sell
26,551
-3,001
-10% -$283K 0.09% 85
2022
Q3
$2.66M Sell
29,552
-514
-2% -$49.3K 0.1% 60
2022
Q2
$2.91M Sell
30,066
-66
-0.2% -$6.75K 0.11% 77
2022
Q1
$3.32M Buy
30,132
+715
+2% +$80.2K 0.11% 44
2021
Q4
$3.12M Buy
+29,417
New +$3.05M 0.11% 38
2021
Q3
Sell
-28,168
Closed -$2.85M 346
2021
Q2
$2.85M Sell
28,168
-1,440
-5% -$143K 0.11% 21
2021
Q1
$2.73M Buy
29,608
+394
+1% +$34.3K 0.12% 23
2020
Q4
$2.4M Buy
29,214
+22,299
+322% +$1.73M 0.11% 24
2020
Q3
$485K Buy
6,915
+327
+5% +$23.5K 0.02% 65
2020
Q2
$447K Buy
6,588
+5,907
+867% +$376K 0.02% 42
2020
Q1
$42K Buy
681
+132
+24% +$9.79K ﹤0.01% 198
2019
Q4
$43K Hold
549
﹤0.01% 212
2019
Q3
$45K Buy
549
+146
+36% +$11.4K ﹤0.01% 140
2019
Q2
$32K Hold
403
﹤0.01% 157
2019
Q1
$30K Hold
403
﹤0.01% 167
2018
Q4
$28K Buy
403
+246
+157% +$18K ﹤0.01% 158
2018
Q3
$13K Buy
+157
New +$12.3K ﹤0.01% 163
2018
Q1
Sell
-69,666
Closed -$5.69M 432
2017
Q4
$5.69M Hold
69,666
0.45% 13
2017
Q3
$5.39M Hold
69,666
0.45% 13
2017
Q2
$5.05M Sell
69,666
-4,416
-6% -$310K 0.46% 12
2017
Q1
$5.4M Sell
74,082
-688
-0.9% -$49.8K 0.53% 9
2016
Q4
$5.06M Hold
74,770
0.53% 8
2016
Q3
$4.63M Buy
74,770
+13,585
+22% +$835K 0.64% 9
2016
Q2
$3.62M Sell
61,185
-7,435
-11% -$447K 0.71% 10
2016
Q1
$3.95M Hold
68,620
1% 9
2015
Q4
$3.68M Hold
68,620
0.76% 11
2015
Q3
$3.79M Hold
68,620
0.69% 12
2015
Q2
$4.2M Hold
68,620
0.69% 8
2015
Q1
$4.14M Buy
+68,620
New +$4.22M 0.78% 8

Other funds holding RY

Balentine LLC's RY Position: Q2 2025 in Review

Balentine LLC sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 5,185 shares — an estimated $584K sold.

Balentine LLC first reported a position in RY in Q1 2015 and held it in 35 quarters. The position peaked at $5.69M in Q4 2017. 799 funds tracked by Wall St. Rank hold RY as of Q2 2025.

  • Balentine LLC reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
  • Balentine LLC sold 5,185 Royal Bank of Canada shares in Q2 2025, an estimated $584K.
  • Balentine LLC first reported a position in Royal Bank of Canada in Q1 2015 and held it in 35 quarters.
  • Balentine LLC's Royal Bank of Canada position peaked at $5.69M in Q4 2017.
  • 799 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Balentine LLC's 13F filing for Q2 2025, filed 4 Aug 2025.