Custom Index Systems’s Royal Bank of Canada RY Stock Holding History

Custom Index Systems’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 Q2	–	Sell	-2,777	Closed	-$313K	–	284
2025 Q1	$313K	Buy	2,777 +163	+6%	+$19.2K	0.16%	198
2024 Q4	$315K	Sell	2,614 -33	-1%	-$4.07K	0.17%	173
2024 Q3	$330K	Buy	+2,647	New	+$304K	0.18%	181

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Custom Index Systems's RY Position: Q2 2025 in Review

Custom Index Systems sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 2,777 shares — an estimated $313K sold.

Custom Index Systems first reported a position in RY in Q3 2024 and held it in 3 quarters. The position peaked at $330K in Q3 2024. 799 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Custom Index Systems reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
Custom Index Systems sold 2,777 Royal Bank of Canada shares in Q2 2025, an estimated $313K.
Custom Index Systems first reported a position in Royal Bank of Canada in Q3 2024 and held it in 3 quarters.
Custom Index Systems's Royal Bank of Canada position peaked at $330K in Q3 2024.
799 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.