Creative Planning
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Creative Planning’s Royal Bank of Canada RY Stock Holding History

Creative Planning’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 		$47.9M Buy
295,907
+10,630
+4% +$1.78M 0.03% 228
2025
Q4 		$48.6M Buy
285,277
+18,297
+7% +$2.81M 0.03% 205
2025
Q3 		$39.3M Buy
266,980
+19,587
+8% +$2.7M 0.03% 230
2025
Q2 		$32.5M Buy
247,393
+23,433
+10% +$2.87M 0.03% 237
2025
Q1 		$25.2M Buy
223,960
+1,793
+0.8% +$211K 0.02% 272
2024
Q4 		$26.8M Buy
222,167
+10,756
+5% +$1.33M 0.03% 238
2024
Q3 		$26.4M Buy
211,411
+12,693
+6% +$1.46M 0.03% 230
2024
Q2 		$21.1M Buy
198,718
+15,554
+8% +$1.6M 0.02% 254
2024
Q1 		$18.5M Buy
183,164
+3,182
+2% +$314K 0.02% 281
2023
Q4 		$18.2M Buy
179,982
+21,977
+14% +$1.94M 0.03% 255
2023
Q3 		$13.8M Buy
158,005
+15,623
+11% +$1.45M 0.02% 298
2023
Q2 		$13.6M Sell
142,382
-525
-0.4% -$50.1K 0.02% 287
2023
Q1 		$13.7M Buy
142,907
+7,755
+6% +$769K 0.02% 275
2022
Q4 		$12.7M Buy
135,152
+990
+0.7% +$93.5K 0.02% 285
2022
Q3 		$12.1M Buy
134,162
+7,162
+6% +$687K 0.02% 270
2022
Q2 		$12.3M Buy
127,000
+2,497
+2% +$255K 0.02% 283
2022
Q1 		$13.7M Buy
124,503
+5,106
+4% +$572K 0.02% 273
2021
Q4 		$12.7M Buy
119,397
+591
+0.5% +$61.3K 0.02% 246
2021
Q3 		$11.8M Buy
118,806
+9,877
+9% +$1.01M 0.02% 241
2021
Q2 		$11M Sell
108,929
-9,827
-8% -$974K 0.02% 253
2021
Q1 		$10.9M Sell
118,756
-3,560
-3% -$310K 0.02% 258
2020
Q4 		$10M Buy
122,316
+9,082
+8% +$703K 0.02% 256
2020
Q3 		$7.94M Buy
113,234
+13,156
+13% +$946K 0.02% 247
2020
Q2 		$6.79M Sell
100,078
-4,810
-5% -$306K 0.02% 242
2020
Q1 		$6.46M Buy
104,888
+4,845
+5% +$360K 0.02% 220
2019
Q4 		$7.92M Sell
100,043
-2,467
-2% -$199K 0.02% 231
2019
Q3 		$8.32M Buy
102,510
+177
+0.2% +$13.8K 0.03% 210
2019
Q2 		$8.13M Sell
102,333
-569
-0.6% -$44.5K 0.03% 213
2019
Q1 		$7.77M Buy
102,902
+1,566
+2% +$118K 0.03% 205
2018
Q4 		$6.94M Buy
101,336
+15,442
+18% +$1.13M 0.03% 194
2018
Q3 		$6.89M Buy
85,894
+550
+0.6% +$43.1K 0.03% 220
2018
Q2 		$6.43M Buy
85,344
+5,741
+7% +$440K 0.03% 215
2018
Q1 		$6.15M Sell
79,603
-8,154
-9% -$662K 0.03% 207
2017
Q4 		$7.17M Buy
87,757
+417
+0.5% +$33.1K 0.03% 177
2017
Q3 		$6.76M Sell
87,340
-11,255
-11% -$840K 0.03% 184
2017
Q2 		$7.15M Buy
98,595
+1,730
+2% +$121K 0.04% 174
2017
Q1 		$7.06M Buy
96,865
+355
+0.4% +$25.7K 0.04% 175
2016
Q4 		$6.54M Sell
96,510
-19,732
-17% -$1.28M 0.04% 175
2016
Q3 		$7.2M Sell
116,242
-45,100
-28% -$2.77M 0.05% 158
2016
Q2 		$9.53M Buy
161,342
+951
+0.6% +$57.1K 0.07% 107
2016
Q1 		$9.23M Sell
160,391
-1,030
-0.6% -$53.4K 0.07% 105
2015
Q4 		$8.65M Buy
161,421
+2,098
+1% +$118K 0.07% 112
2015
Q3 		$8.8M Sell
159,323
-4,504
-3% -$256K 0.08% 107
2015
Q2 		$10M Buy
163,827
+112
+0.1% +$7.21K 0.09% 98
2015
Q1 		$9.88M Buy
163,715
+19,812
+14% +$1.22M 0.09% 95
2014
Q4 		$9.94M Buy
143,903
+1,795
+1% +$127K 0.1% 92
2014
Q3 		$10.2M Buy
142,108
+333
+0.2% +$24.5K 0.12% 87
2014
Q2 		$10.1M Buy
141,775
+4,095
+3% +$278K 0.13% 81
2014
Q1 		$9.09M Buy
137,680
+2,562
+2% +$166K 0.14% 78
2013
Q4 		$9.08M Sell
135,118
-1,089
-0.8% -$72.2K 0.16% 70
2013
Q3 		$8.75M Buy
136,207
+6,152
+5% +$382K 0.17% 62
2013
Q2 		$7.58M Buy
+130,055
New +$7.77M 0.18% 57

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's RY Position: Q1 2026 in Review

Creative Planning increased its Royal Bank of Canada (RY) stake by 3.7% in Q1 2026, buying an estimated $1.78M and bringing the position to 295,907 shares worth $47.9M. The position accounts for 0.03% of the portfolio, ranked #228.

Creative Planning first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.6M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Creative Planning held 295,907 shares of Royal Bank of Canada worth $47.9M as of Q1 2026.
  • Creative Planning bought 10,630 Royal Bank of Canada shares in Q1 2026, an estimated $1.78M.
  • Royal Bank of Canada made up 0.03% of Creative Planning's portfolio in Q1 2026, its #228 holding.
  • Creative Planning first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Royal Bank of Canada position peaked at $48.6M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.