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

Evercore 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 Q2	$223K	Buy	+1,076	New	+$200K	﹤0.01%	386
2019 Q3	–	Sell	-9,211	Closed	-$731K	–	417
2019 Q2	$731K	Buy	9,211 +108	+1%	+$8.44K	0.02%	234
2019 Q1	$688K	Buy	9,103 +150	+2%	+$11.3K	0.02%	236
2018 Q4	$613K	Buy	8,953 +50	+0.6%	+$3.65K	0.02%	232
2018 Q3	$714K	Buy	8,903 +73	+0.8%	+$5.72K	0.02%	238
2018 Q2	$665K	Hold	8,830	–	–	0.02%	245
2018 Q1	$682K	Hold	8,830	–	–	0.03%	212
2017 Q4	$721K	Hold	8,830	–	–	0.03%	220
2017 Q3	$683K	Hold	8,830	–	–	0.03%	217
2017 Q2	$640K	Sell	8,830 -61	-0.7%	-$4.28K	0.02%	227
2017 Q1	$648K	Buy	8,891 +8,830	+14,475%	+$640K	0.03%	229
2016 Q4	$4K	Buy	+61	New	+$3.95K	﹤0.01%	910
2016 Q1	–	Sell	-10	Closed	-$1K	–	999
2015 Q4	$1K	Buy	+10	New	+$561	﹤0.01%	988
2013 Q4	–	Sell	-251	Closed	-$16K	–	966
2013 Q3	$16K	Buy	+251	New	+$15.6K	﹤0.01%	714

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

Evercore Wealth Management's RY Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Royal Bank of Canada (RY) in Q2 2026: 1,076 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in RY as recently as Q2 2019.

Evercore Wealth Management first reported a position in RY in Q3 2013 and has held it in 14 quarters since. The position peaked at $731K in Q2 2019. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Evercore Wealth Management held 1,076 shares of Royal Bank of Canada worth $223K as of Q2 2026.
Royal Bank of Canada was a new Evercore Wealth Management position in Q2 2026.
Royal Bank of Canada made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #386 holding.
Evercore Wealth Management first reported a position in Royal Bank of Canada in Q3 2013 and has held it in 14 quarters since.
Evercore Wealth Management's Royal Bank of Canada position peaked at $731K in Q2 2019.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.