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

Consultiva 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 Q4	–	Sell	-160	Closed	-$23.6K	–	265
2025 Q3	$23.6K	Hold	160	–	–	0.07%	144
2025 Q2	$21K	Hold	160	–	–	0.06%	157
2025 Q1	$25.9K	Buy	+160	New	+$18.8K	0.09%	133

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Consultiva Wealth Management's RY Position: Q4 2025 in Review

Consultiva Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2025, closing a stake of 160 shares — an estimated $23.6K sold.

Consultiva Wealth Management first reported a position in RY in Q1 2025 and held it in 3 quarters. The position peaked at $25.9K in Q1 2025. 917 funds tracked by Wall St. Rank hold RY as of Q4 2025.

Consultiva Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2025 after selling out during the quarter.
Consultiva Wealth Management sold 160 Royal Bank of Canada shares in Q4 2025, an estimated $23.6K.
Consultiva Wealth Management first reported a position in Royal Bank of Canada in Q1 2025 and held it in 3 quarters.
Consultiva Wealth Management's Royal Bank of Canada position peaked at $25.9K in Q1 2025.
917 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on Consultiva Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.