Bogart Wealth LLC’s Royal Bank of Canada RY Stock Holding History

Bogart Wealth LLC’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	$3.19M	Buy	19,734 +2	+0%	+$335	0.12%	106
2025 Q4	$3.36M	Hold	19,732	–	–	0.14%	107
2025 Q3	$2.91M	Hold	19,732	–	–	0.12%	109
2025 Q2	$2.6M	Hold	19,732	–	–	0.11%	110
2025 Q1	$2.22M	Hold	19,732	–	–	0.1%	107
2024 Q4	$2.38M	Hold	19,732	–	–	0.11%	107
2024 Q3	$2.46M	Hold	19,732	–	–	0.12%	106
2024 Q2	$2.1M	Hold	19,732	–	–	0.11%	109
2024 Q1	$1.99M	Hold	19,732	–	–	0.1%	105
2023 Q4	$2M	Hold	19,732	–	–	0.11%	107
2023 Q3	$1.73M	Hold	19,732	–	–	0.11%	110
2023 Q2	$1.88M	Hold	19,732	–	–	0.12%	106
2023 Q1	$1.89M	Hold	19,732	–	–	0.13%	104
2022 Q4	$1.86M	Hold	19,732	–	–	0.13%	107
2022 Q3	$1.78M	Hold	19,732	–	–	0.15%	98
2022 Q2	$1.91M	Hold	19,732	–	–	0.17%	93
2022 Q1	$2.18M	Hold	19,732	–	–	0.19%	92
2021 Q4	$2.09M	Hold	19,732	–	–	0.19%	95
2021 Q3	$1.96M	Hold	19,732	–	–	0.2%	93
2021 Q2	$2M	Hold	19,732	–	–	0.22%	82
2021 Q1	$1.82M	Buy	+19,732	New	+$1.72M	0.25%	74

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

Bogart Wealth LLC's RY Position: Q1 2026 in Review

Bogart Wealth LLC increased its Royal Bank of Canada (RY) stake by 0.01% in Q1 2026, buying an estimated $335 and bringing the position to 19,734 shares worth $3.19M. The position accounts for 0.12% of the portfolio, ranked #106.

Bogart Wealth LLC first reported a position in RY in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.36M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Bogart Wealth LLC held 19,734 shares of Royal Bank of Canada worth $3.19M as of Q1 2026.
Bogart Wealth LLC bought 2 Royal Bank of Canada shares in Q1 2026, an estimated $335.
Royal Bank of Canada made up 0.12% of Bogart Wealth LLC's portfolio in Q1 2026, its #106 holding.
Bogart Wealth LLC first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's Royal Bank of Canada position peaked at $3.36M in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.