Concord Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Concord Wealth Partners’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	–	Sell	-207	Closed	-$35.3K	–	662
2025 Q4	$35.3K	Hold	207	–	–	﹤0.01%	371
2025 Q3	$30.5K	Hold	207	–	–	﹤0.01%	407
2025 Q2	$27.2K	Sell	207 -205	-50%	-$25.1K	﹤0.01%	426
2025 Q1	$46.4K	Hold	412	–	–	0.01%	327
2024 Q4	$49.6K	Hold	412	–	–	0.01%	331
2024 Q3	$51.4K	Hold	412	–	–	0.01%	332
2024 Q2	$43.8K	Hold	412	–	–	0.01%	326
2024 Q1	$41.6K	Hold	412	–	–	0.01%	383
2023 Q4	$41.7K	Hold	412	–	–	0.01%	378
2023 Q3	$36K	Hold	412	–	–	0.01%	421
2023 Q2	$39.4K	Hold	412	–	–	0.01%	396
2023 Q1	$39.4K	Sell	412 -563	-58%	-$55.8K	0.01%	382
2022 Q4	$91.7K	Buy	+975	New	+$92K	0.03%	274
2022 Q3	–	Sell	-1,007	Closed	-$97K	–	937
2022 Q2	$97K	Hold	1,007	–	–	0.03%	266
2022 Q1	$111K	Sell	1,007 -4	-0.4%	-$448	0.03%	284
2021 Q4	$107K	Buy	1,011 +544	+116%	+$56.5K	0.03%	301
2021 Q3	$46K	Sell	467 -506	-52%	-$51.6K	0.02%	234
2021 Q2	$99K	Hold	973	–	–	0.03%	242
2021 Q1	$90K	Buy	973 +918	+1,669%	+$79.9K	0.03%	233
2020 Q4	$5K	Buy	+55	New	+$4.26K	﹤0.01%	422

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

Concord Wealth Partners's RY Position: Q1 2026 in Review

Concord Wealth Partners sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 207 shares — an estimated $35.3K sold.

Concord Wealth Partners first reported a position in RY in Q4 2020 and held it in 20 quarters. The position peaked at $111K in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Concord Wealth Partners reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 207 Royal Bank of Canada shares in Q1 2026, an estimated $35.3K.
Concord Wealth Partners first reported a position in Royal Bank of Canada in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Royal Bank of Canada position peaked at $111K in Q1 2022.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.