Bleakley Financial Group’s Royal Bank of Canada RY Stock Holding History

Bleakley Financial 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
2025 Q1	–	Sell	-6,422	Closed	-$774K	–	895
2024 Q4	$774K	Buy	6,422 +177	+3%	+$21.8K	0.02%	483
2024 Q3	$779K	Buy	6,245 +254	+4%	+$29.2K	0.02%	464
2024 Q2	$637K	Buy	5,991 +692	+13%	+$71.2K	0.02%	526
2024 Q1	$535K	Buy	5,299 +174	+3%	+$17.2K	0.02%	592
2023 Q4	$518K	Buy	5,125 +571	+13%	+$50.3K	0.02%	581
2023 Q3	$398K	Sell	4,554 -471	-9%	-$43.8K	0.01%	600
2023 Q2	$480K	Buy	5,025 +59	+1%	+$5.63K	0.02%	598
2023 Q1	$475K	Buy	4,966 +1,944	+64%	+$193K	0.02%	585
2022 Q4	$284K	Buy	+3,022	New	+$285K	0.01%	716

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bleakley Financial Group's RY Position: Q1 2025 in Review

Bleakley Financial Group sold out of Royal Bank of Canada (RY) in Q1 2025, closing a stake of 6,422 shares — an estimated $774K sold.

Bleakley Financial Group first reported a position in RY in Q4 2022 and held it in 9 quarters. The position peaked at $779K in Q3 2024. 767 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Bleakley Financial Group reported no remaining Royal Bank of Canada position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 6,422 Royal Bank of Canada shares in Q1 2025, an estimated $774K.
Bleakley Financial Group first reported a position in Royal Bank of Canada in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Royal Bank of Canada position peaked at $779K in Q3 2024.
767 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.