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EPG Wealth Management’s Royal Bank of Canada RY Stock Holding History

EPG Wealth Management’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 		$1.17M Buy
7,237
+232
+3% +$38.8K 0.32% 82
2025
Q4 		$1.19M Buy
7,005
+363
+5% +$55.7K 0.32% 86
2025
Q3 		$979K Buy
6,642
+33
+0.5% +$4.55K 0.27% 104
2025
Q2 		$869K Buy
6,609
+43
+0.7% +$5.26K 0.26% 106
2025
Q1 		$740K Buy
6,566
+305
+5% +$35.9K 0.21% 135
2024
Q4 		$755K Sell
6,261
-49
-0.8% -$6.05K 0.2% 132
2024
Q3 		$787K Buy
+6,310
New +$724K 0.2% 130
2024
Q2 		– Sell
-6,871
Closed -$707K – 137
2024
Q1 		$693K Buy
6,871
+11
+0.2% +$1.09K 0.17% 146
2023
Q4 		$650K Buy
6,860
+320
+5% +$28.2K 0.17% 140
2023
Q3 		$572K Sell
6,540
-583
-8% -$54.2K 0.17% 139
2023
Q2 		$680K Sell
7,123
-20
-0.3% -$1.91K 0.2% 123
2023
Q1 		$683K Buy
7,143
+3,258
+84% +$323K 0.22% 108
2022
Q4 		$365K Buy
3,885
+193
+5% +$18.2K 0.14% 137
2022
Q3 		$332K Buy
3,692
+438
+13% +$42K 0.14% 146
2022
Q2 		$315K Buy
3,254
+46
+1% +$4.71K 0.13% 154
2022
Q1 		$354K Buy
3,208
+317
+11% +$35.5K 0.12% 156
2021
Q4 		$307K Buy
2,891
+146
+5% +$15.2K 0.11% 169
2021
Q3 		$273K Buy
2,745
+166
+6% +$16.9K 0.11% 168
2021
Q2 		$261K Buy
+2,579
New +$256K 0.11% 166
2020
Q2 		– Sell
-1,002
Closed -$62K – 630
2020
Q1 		$62K Buy
1,002
+123
+14% +$9.13K 0.05% 243
2019
Q4 		$70K Buy
+879
New +$70.8K 0.05% 191

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

EPG Wealth Management's RY Position: Q1 2026 in Review

EPG Wealth Management increased its Royal Bank of Canada (RY) stake by 3.3% in Q1 2026, buying an estimated $38.8K and bringing the position to 7,237 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #82.

EPG Wealth Management first reported a position in RY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.19M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • EPG Wealth Management held 7,237 shares of Royal Bank of Canada worth $1.17M as of Q1 2026.
  • EPG Wealth Management bought 232 Royal Bank of Canada shares in Q1 2026, an estimated $38.8K.
  • Royal Bank of Canada made up 0.32% of EPG Wealth Management's portfolio in Q1 2026, its #82 holding.
  • EPG Wealth Management first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 21 quarters since.
  • EPG Wealth Management's Royal Bank of Canada position peaked at $1.19M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.