Copeland Capital Management’s Royal Bank of Canada RY Stock Holding History

Copeland Capital 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
2026 Q1	–	Sell	-23	Closed	-$3.92K	–	276
2025 Q4	$3.92K	Hold	23	–	–	﹤0.01%	259
2025 Q3	$3.39K	Hold	23	–	–	﹤0.01%	260
2025 Q2	$3.02K	Hold	23	–	–	﹤0.01%	260
2025 Q1	$2.59K	Buy	+23	New	+$2.71K	﹤0.01%	267

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

Copeland Capital Management's RY Position: Q1 2026 in Review

Copeland Capital Management sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 23 shares — an estimated $3.92K sold.

Copeland Capital Management first reported a position in RY in Q1 2025 and held it in 4 quarters. The position peaked at $3.92K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Copeland Capital Management reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
Copeland Capital Management sold 23 Royal Bank of Canada shares in Q1 2026, an estimated $3.92K.
Copeland Capital Management first reported a position in Royal Bank of Canada in Q1 2025 and held it in 4 quarters.
Copeland Capital Management's Royal Bank of Canada position peaked at $3.92K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.