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

CarsonAllaria 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 Q3	–	Sell	-1,164	Closed	-$153K	–	282
2025 Q2	$153K	Hold	1,164	–	–	0.08%	81
2025 Q1	$131K	Hold	1,164	–	–	0.08%	89
2024 Q4	$140K	Hold	1,164	–	–	0.08%	83
2024 Q3	$145K	Hold	1,164	–	–	0.08%	80
2024 Q2	$124K	Hold	1,164	–	–	0.08%	83
2024 Q1	$117K	Hold	1,164	–	–	0.07%	87
2023 Q4	$118K	Hold	1,164	–	–	0.08%	80
2023 Q3	$102K	Hold	1,164	–	–	0.08%	87
2023 Q2	$111K	Hold	1,164	–	–	0.09%	84
2023 Q1	$111K	Hold	1,164	–	–	0.09%	81
2022 Q4	$109K	Hold	1,164	–	–	0.1%	82
2022 Q3	$105K	Hold	1,164	–	–	0.1%	88
2022 Q2	$113K	Hold	1,164	–	–	0.11%	86
2022 Q1	$128K	Hold	1,164	–	–	0.11%	82
2021 Q4	$124K	Buy	+1,164	New	+$121K	0.11%	84

Other funds holding RY

Royal Bank of Canada

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

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia

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