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Evelyn Partners Investment Management Services’s Royal Bank of Canada RY Stock Holding History

Evelyn Partners Investment Management Services’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 		$740K Hold
4,578
– – 0.09% 97
2025
Q4 		$780K Buy
4,578
+557
+14% +$85.5K 0.1% 92
2025
Q3 		$593K Hold
4,021
– – 0.08% 99
2025
Q2 		$530K Sell
4,021
-1,325
-25% -$162K 0.08% 97
2025
Q1 		$602K Hold
5,346
– – 0.1% 90
2024
Q4 		$644K Buy
+5,346
New +$660K 0.11% 82

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

Evelyn Partners Investment Management Services's RY Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Royal Bank of Canada (RY) position steady in Q1 2026 at 4,578 shares worth $740K. The position accounts for 0.09% of the portfolio, ranked #97.

Evelyn Partners Investment Management Services first reported a position in RY in Q4 2024 and has held it in 6 quarters since. The position peaked at $780K in Q4 2025. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Evelyn Partners Investment Management Services held 4,578 shares of Royal Bank of Canada worth $740K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.09% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #97 holding.
  • Evelyn Partners Investment Management Services first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Royal Bank of Canada position peaked at $780K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.