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Ferguson Wellman Capital Management’s Royal Bank of Canada RY Stock Holding History

Ferguson Wellman Capital 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
Q3 		$1.23M Buy
6,252
+36
+0.6% +$7.49K 0.01% 212
2026
Q2 		$1.29M Hold
6,216
– – 0.02% 207
2026
Q1 		$1.01M Buy
+6,216
New +$1.04M 0.01% 217
2014
Q4 		– Sell
-2,845
Closed -$203K – 345
2014
Q3 		$203K Hold
2,845
– – 0.01% 314
2014
Q2 		$203K Buy
+2,845
New +$193K 0.01% 317

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Ferguson Wellman Capital Management's RY Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its Royal Bank of Canada (RY) stake by 0.58% in Q3 2026, buying an estimated $7.49K and bringing the position to 6,252 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #212.

Ferguson Wellman Capital Management first reported a position in RY in Q2 2014 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Ferguson Wellman Capital Management held 6,252 shares of Royal Bank of Canada worth $1.23M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 36 Royal Bank of Canada shares in Q3 2026, an estimated $7.49K.
  • Royal Bank of Canada made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #212 holding.
  • Ferguson Wellman Capital Management first reported a position in Royal Bank of Canada in Q2 2014 and has held it in 5 quarters since.
  • Ferguson Wellman Capital Management's Royal Bank of Canada position peaked at $1.29M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.