EP Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

EP Wealth Advisors’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	$444K	Sell	2,745 -49	-2%	-$8.2K	﹤0.01%	953
2025 Q4	$476K	Buy	+2,794	New	+$429K	﹤0.01%	903
2025 Q2	$402K	Buy	3,058 +155	+5%	+$19K	﹤0.01%	874
2025 Q1	$327K	Buy	2,903 +19	+0.7%	+$2.24K	﹤0.01%	873
2024 Q4	$348K	Sell	2,884 -24	-0.8%	-$2.96K	﹤0.01%	817
2024 Q3	$363K	Buy	2,908 +203	+8%	+$23.3K	﹤0.01%	794
2024 Q2	$288K	Sell	2,705 -347	-11%	-$35.7K	﹤0.01%	668
2024 Q1	$308K	Buy	3,052 +397	+15%	+$39.2K	﹤0.01%	619
2023 Q4	$269K	Sell	2,655 -40	-1%	-$3.52K	﹤0.01%	648
2023 Q3	$236K	Sell	2,695 -34,075	-93%	-$3.17M	﹤0.01%	617
2023 Q2	$257K	Buy	36,770 +24,382	+197%	+$2.33M	﹤0.01%	593
2023 Q1	$250K	Buy	12,388 +9,803	+379%	+$971K	﹤0.01%	528
2022 Q4	$243K	Buy	+2,585	New	+$244K	﹤0.01%	506
2022 Q3	–	Sell	-2,085	Closed	-$202K	–	570
2022 Q2	$202K	Hold	2,085	–	–	﹤0.01%	571
2022 Q1	$230K	Hold	2,085	–	–	0.01%	543
2021 Q4	$221K	Hold	2,085	–	–	0.01%	515
2021 Q3	$207K	Hold	2,085	–	–	0.01%	504
2021 Q2	$211K	Buy	+2,085	New	+$207K	0.01%	506

Other funds holding RY

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

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's RY Position: Q1 2026 in Review

EP Wealth Advisors reduced its Royal Bank of Canada (RY) stake by 1.8% in Q1 2026, selling an estimated $8.2K and leaving 2,745 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

EP Wealth Advisors first reported a position in RY in Q2 2021 and has held it in 18 quarters since. The position peaked at $476K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

EP Wealth Advisors held 2,745 shares of Royal Bank of Canada worth $444K as of Q1 2026.
EP Wealth Advisors sold 49 Royal Bank of Canada shares in Q1 2026, an estimated $8.2K.
Royal Bank of Canada made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #953 holding.
EP Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 18 quarters since.
EP Wealth Advisors's Royal Bank of Canada position peaked at $476K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.