Colonial Trust Advisors’s Royal Bank of Canada RY Stock Holding History

Colonial Trust Advisors’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	$802K	Buy	4,958 +267	+6%	+$44.7K	0.06%	128
2025 Q4	$800K	Sell	4,691 -309	-6%	-$47.5K	0.06%	130
2025 Q3	$737K	Buy	+5,000	New	+$689K	0.06%	138
2025 Q1	–	Sell	-17,452	Closed	-$2.1M	–	710
2024 Q4	$2.1M	Hold	17,452	–	–	0.19%	94
2024 Q3	$2.18M	Hold	17,452	–	–	0.19%	96
2024 Q2	$1.86M	Sell	17,452 -150	-0.9%	-$15.4K	0.18%	98
2024 Q1	$1.78M	Hold	17,602	–	–	0.18%	100
2023 Q4	$1.78M	Hold	17,602	–	–	0.19%	96
2023 Q3	$1.54M	Hold	17,602	–	–	0.18%	96
2023 Q2	$1.68M	Hold	17,602	–	–	0.19%	95
2023 Q1	$1.68M	Sell	17,602 -881	-5%	-$87.3K	0.2%	93
2022 Q4	$1.74M	Buy	18,483 +881	+5%	+$83.2K	0.21%	94
2022 Q3	$1.58M	Hold	17,602	–	–	0.21%	91
2022 Q2	$1.7M	Hold	17,602	–	–	0.24%	84
2022 Q1	$1.94M	Hold	17,602	–	–	0.23%	85
2021 Q4	$1.87M	Sell	17,602 -118	-0.7%	-$12.2K	0.21%	88
2021 Q3	$1.76M	Hold	17,720	–	–	0.22%	84
2021 Q2	$1.79M	Sell	17,720 -31	-0.2%	-$3.07K	0.22%	87
2021 Q1	$1.64M	Buy	17,751 +131	+0.7%	+$11.4K	0.22%	86
2020 Q4	$1.45M	Buy	+17,620	New	+$1.36M	0.2%	82

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

Colonial Trust Advisors's RY Position: Q1 2026 in Review

Colonial Trust Advisors increased its Royal Bank of Canada (RY) stake by 5.7% in Q1 2026, buying an estimated $44.7K and bringing the position to 4,958 shares worth $802K. The position accounts for 0.06% of the portfolio, ranked #128.

Colonial Trust Advisors first reported a position in RY in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.18M in Q3 2024. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Colonial Trust Advisors held 4,958 shares of Royal Bank of Canada worth $802K as of Q1 2026.
Colonial Trust Advisors bought 267 Royal Bank of Canada shares in Q1 2026, an estimated $44.7K.
Royal Bank of Canada made up 0.06% of Colonial Trust Advisors's portfolio in Q1 2026, its #128 holding.
Colonial Trust Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 20 quarters since.
Colonial Trust Advisors's Royal Bank of Canada position peaked at $2.18M in Q3 2024.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.