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

Evelyn Partners Investment 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	$5.27M	Sell	32,604 -255	-0.8%	-$42.7K	0.14%	74
2025 Q4	$5.6M	Sell	32,859 -2,185	-6%	-$336K	0.15%	75
2025 Q3	$5.16M	Sell	35,044 -570	-2%	-$78.6K	0.15%	76
2025 Q2	$4.7M	Sell	35,614 -750	-2%	-$91.7K	0.14%	75
2025 Q1	$4.1M	Sell	36,364 -125	-0.3%	-$14.7K	0.14%	78
2024 Q4	$4.4M	Buy	+36,489	New	+$4.5M	0.14%	76

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

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

Evelyn Partners Investment Management reduced its Royal Bank of Canada (RY) stake by 0.78% in Q1 2026, selling an estimated $42.7K and leaving 32,604 shares worth $5.27M. The position accounts for 0.14% of the portfolio, ranked #74.

Evelyn Partners Investment Management first reported a position in RY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.6M in Q4 2025. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Evelyn Partners Investment Management held 32,604 shares of Royal Bank of Canada worth $5.27M as of Q1 2026.
Evelyn Partners Investment Management sold 255 Royal Bank of Canada shares in Q1 2026, an estimated $42.7K.
Royal Bank of Canada made up 0.14% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #74 holding.
Evelyn Partners Investment Management first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Royal Bank of Canada position peaked at $5.6M 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's 13F filing for Q1 2026, filed 15 May 2026.