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

EverSource 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 		$1.13M Buy
7,001
+1,524
+28% +$255K 0.03% 350
2025
Q4 		$934K Buy
5,477
+641
+13% +$98.4K 0.03% 357
2025
Q3 		$713K Buy
4,836
+74
+2% +$10.2K 0.03% 397
2025
Q2 		$627K Buy
4,762
+1,513
+47% +$185K 0.03% 387
2025
Q1 		$366K Buy
3,249
+1,621
+100% +$191K 0.02% 460
2024
Q4 		$196K Buy
1,628
+157
+11% +$19.4K 0.01% 664
2024
Q3 		$184K Buy
1,471
+130
+10% +$14.9K 0.01% 589
2024
Q2 		$150K Buy
1,341
+253
+23% +$26K 0.01% 659
2024
Q1 		$105K Buy
1,088
+372
+52% +$36.7K 0.01% 681
2023
Q4 		$72.4K Buy
716
+471
+192% +$41.5K 0.01% 760
2023
Q3 		$21.4K Buy
245
+182
+289% +$16.9K ﹤0.01% 1097
2023
Q2 		$6.02K Sell
63
-174
-73% -$16.6K ﹤0.01% 1648
2023
Q1 		$22.7K Buy
237
+8
+3% +$793 ﹤0.01% 1037
2022
Q4 		$21.5K Buy
229
+84
+58% +$7.93K ﹤0.01% 1044
2022
Q3 		$13K Sell
145
-77
-35% -$7.38K ﹤0.01% 1052
2022
Q2 		$21K Buy
222
+48
+28% +$4.91K 0.01% 817
2022
Q1 		$19K Hold
174
– – ﹤0.01% 726
2021
Q4 		$19K Buy
+174
New +$18.1K 0.01% 716

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

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

EverSource Wealth Advisors increased its Royal Bank of Canada (RY) stake by 28% in Q1 2026, buying an estimated $255K and bringing the position to 7,001 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #350.

EverSource Wealth Advisors first reported a position in RY in Q4 2021 and has held it in 18 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • EverSource Wealth Advisors held 7,001 shares of Royal Bank of Canada worth $1.13M as of Q1 2026.
  • EverSource Wealth Advisors bought 1,524 Royal Bank of Canada shares in Q1 2026, an estimated $255K.
  • Royal Bank of Canada made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #350 holding.
  • EverSource Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 18 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

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