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
2019
Q3 		– Sell
-5,000
Closed -$1K – 2088
2019
Q2 		$1K Buy
+5,000
New +$391K ﹤0.01% 2005

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.