Edmond de Rothschild Holding’s Royal Bank of Canada RY Stock Holding History

Edmond de Rothschild Holding’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 Q2	$1.7M	Sell	8,248 -3,783	-31%	-$702K	0.02%	251
2026 Q1	$1.94M	Sell	12,031 -358,979	-97%	-$60.1M	0.03%	238
2025 Q4	$63.4M	Buy	371,010 +10,502	+3%	+$1.61M	0.9%	25
2025 Q3	$53.1M	Buy	360,508 +11,280	+3%	+$1.55M	0.82%	26
2025 Q2	$45.8M	Buy	349,228 +344,960	+8,082%	+$42.2M	0.73%	32
2025 Q1	$482K	Buy	4,268 +814	+24%	+$95.8K	0.01%	325
2024 Q4	$416K	Buy	+3,454	New	+$426K	0.01%	347
2023 Q4	–	Sell	-39,155	Closed	-$3.46M	–	744
2023 Q3	$3.46M	Sell	39,155 -7,181	-15%	-$668K	0.07%	183
2023 Q2	$4.42M	Hold	46,336	–	–	0.09%	185
2023 Q1	$4.42M	Buy	46,336 +8,119	+21%	+$805K	0.1%	175
2022 Q4	$3.59M	Buy	38,217 +6,710	+21%	+$633K	0.08%	187
2022 Q3	$2.85M	Sell	31,507 -530	-2%	-$50.8K	0.08%	203
2022 Q2	$3.09M	Sell	32,037 -2,661	-8%	-$272K	0.07%	210
2022 Q1	$3.81M	Sell	34,698 -59	-0.2%	-$6.62K	0.08%	188
2021 Q4	$3.67M	Buy	34,757 +8,673	+33%	+$900K	0.08%	204
2021 Q3	$2.58M	Buy	26,084 +5,113	+24%	+$521K	0.06%	240
2021 Q2	$2.13M	Buy	20,971 +19,526	+1,351%	+$1.94M	0.05%	265
2021 Q1	$133K	Buy	1,445 +255	+21%	+$22.2K	﹤0.01%	529
2020 Q4	$98K	Buy	+1,190	New	+$92.1K	﹤0.01%	510
2019 Q1	–	Sell	-500	Closed	-$34K	–	681
2018 Q4	$34K	Hold	500	–	–	﹤0.01%	558
2018 Q3	$40K	Hold	500	–	–	﹤0.01%	619
2018 Q2	$37K	Sell	500 -500	-50%	-$38.3K	﹤0.01%	630
2018 Q1	$77K	Hold	1,000	–	–	﹤0.01%	587
2017 Q4	$82K	Sell	1,000 -700	-41%	-$55.5K	﹤0.01%	595
2017 Q3	$132K	Hold	1,700	–	–	﹤0.01%	552
2017 Q2	$124K	Hold	1,700	–	–	﹤0.01%	532
2017 Q1	$123K	Buy	+1,700	New	+$123K	﹤0.01%	539

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Edmond de Rothschild Holding's RY Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its Royal Bank of Canada (RY) stake by 31% in Q2 2026, selling an estimated $702K and leaving 8,248 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #251.

Edmond de Rothschild Holding first reported a position in RY in Q1 2017 and has held it in 27 quarters since. The position peaked at $63.4M in Q4 2025. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Edmond de Rothschild Holding held 8,248 shares of Royal Bank of Canada worth $1.7M as of Q2 2026.
Edmond de Rothschild Holding sold 3,783 Royal Bank of Canada shares in Q2 2026, an estimated $702K.
Royal Bank of Canada made up 0.02% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #251 holding.
Edmond de Rothschild Holding first reported a position in Royal Bank of Canada in Q1 2017 and has held it in 27 quarters since.
Edmond de Rothschild Holding's Royal Bank of Canada position peaked at $63.4M in Q4 2025.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.