Capital A Wealth Management’s Royal Bank of Canada RY Stock Holding History

Capital A Wealth Management’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 Q2	–	Sell	-179	Closed	-$20.2K	–	755
2025 Q1	$20.2K	Hold	179	–	–	0.02%	226
2024 Q4	$21.6K	Buy	+179	New	+$22.1K	0.04%	223

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Capital A Wealth Management's RY Position: Q2 2025 in Review

Capital A Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 179 shares — an estimated $20.2K sold.

Capital A Wealth Management first reported a position in RY in Q4 2024 and held it in 2 quarters. The position peaked at $21.6K in Q4 2024. 800 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Capital A Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 179 Royal Bank of Canada shares in Q2 2025, an estimated $20.2K.
Capital A Wealth Management first reported a position in Royal Bank of Canada in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Royal Bank of Canada position peaked at $21.6K in Q4 2024.
800 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.