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Edgestream Partners’s Royal Bank of Canada RY Stock Holding History

Edgestream Partners’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 		$375K Buy
2,316
+1,118
+93% +$187K 0.01% 774
2025
Q4 		$204K Sell
1,198
-813
-40% -$125K 0.01% 921
2025
Q3 		$296K Buy
+2,011
New +$277K 0.01% 802
2025
Q1 		– Sell
-1,808
Closed -$218K – 1030
2024
Q4 		$218K Sell
1,808
-1,016
-36% -$125K 0.01% 808
2024
Q3 		$352K Buy
+2,824
New +$324K 0.02% 748
2023
Q3 		– Sell
-2,230
Closed -$213K – 950
2023
Q2 		$213K Buy
2,230
+17
+0.8% +$1.62K 0.02% 688
2023
Q1 		$212K Sell
2,213
-512
-19% -$50.7K 0.02% 518
2022
Q4 		$256K Buy
+2,725
New +$257K 0.03% 457
2022
Q2 		– Sell
-5,320
Closed -$587K – 619
2022
Q1 		$587K Sell
5,320
-63,019
-92% -$7.07M 0.05% 399
2021
Q4 		$7.25M Buy
68,339
+66,133
+2,998% +$6.86M 0.45% 45
2021
Q3 		$219K Buy
+2,206
New +$225K 0.01% 461
2021
Q2 		– Sell
-2,399
Closed -$221K – 525
2021
Q1 		$221K Sell
2,399
-30,638
-93% -$2.67M 0.01% 361
2020
Q4 		$2.71M Sell
33,037
-2,272
-6% -$176K 0.14% 191
2020
Q3 		$2.48M Buy
35,309
+30,874
+696% +$2.22M 0.16% 175
2020
Q2 		$301K Buy
4,435
+590
+15% +$37.5K 0.02% 284
2020
Q1 		$237K Sell
3,845
-13,688
-78% -$1.02M 0.02% 279
2019
Q4 		$1.39M Buy
+17,533
New +$1.41M 0.07% 209
2018
Q3 		– Sell
-56,039
Closed -$4.22M – 328
2018
Q2 		$4.22M Buy
56,039
+12,380
+28% +$948K 0.86% 24
2018
Q1 		$3.37M Buy
+43,659
New +$3.54M 0.66% 50

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

Edgestream Partners's RY Position: Q1 2026 in Review

Edgestream Partners increased its Royal Bank of Canada (RY) stake by 93% in Q1 2026, buying an estimated $187K and bringing the position to 2,316 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #774.

Edgestream Partners first reported a position in RY in Q1 2018 and has held it in 19 quarters since. The position peaked at $7.25M in Q4 2021. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Edgestream Partners held 2,316 shares of Royal Bank of Canada worth $375K as of Q1 2026.
  • Edgestream Partners bought 1,118 Royal Bank of Canada shares in Q1 2026, an estimated $187K.
  • Royal Bank of Canada made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #774 holding.
  • Edgestream Partners first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 19 quarters since.
  • Edgestream Partners's Royal Bank of Canada position peaked at $7.25M in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.