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

Centricity 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	$19.1K	Hold	145	–	–	0.02%	265
2025 Q1	$16.3K	Hold	145	–	–	0.01%	272
2024 Q4	$17.5K	Buy	+145	New	+$17.9K	0.02%	268

Other funds holding RY

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Centricity Wealth Management's RY Position: Q2 2025 in Review

Centricity Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2025 at 145 shares worth $19.1K. The position accounts for 0.02% of the portfolio, ranked #265.

Centricity Wealth Management first reported a position in RY in Q4 2024 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Centricity Wealth Management held 145 shares of Royal Bank of Canada worth $19.1K as of Q2 2025.
Centricity Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2025.
Royal Bank of Canada made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #265 holding.
Centricity Wealth Management first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 3 quarters since.
800 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.