Fiduciary Group’s Royal Bank of Canada RY Stock Holding History

Fiduciary Group’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	$349K	Hold	2,158	–	–	0.03%	245
2025 Q4	$368K	Hold	2,158	–	–	0.03%	236
2025 Q3	$318K	Hold	2,158	–	–	0.03%	247
2025 Q2	$284K	Hold	2,158	–	–	0.03%	249
2025 Q1	$243K	Hold	2,158	–	–	0.02%	254
2024 Q4	$260K	Hold	2,158	–	–	0.03%	244
2024 Q3	$269K	Hold	2,158	–	–	0.03%	245
2024 Q2	$230K	Hold	2,158	–	–	0.02%	252
2024 Q1	$218K	Hold	2,158	–	–	0.02%	258
2023 Q4	$218K	Buy	+2,158	New	+$190K	0.03%	244
2023 Q3	–	Sell	-2,158	Closed	-$206K	–	243
2023 Q2	$206K	Hold	2,158	–	–	0.03%	232
2023 Q1	$206K	Buy	+2,158	New	+$214K	0.03%	229

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

Fiduciary Group's RY Position: Q1 2026 in Review

Fiduciary Group held its Royal Bank of Canada (RY) position steady in Q1 2026 at 2,158 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #245.

Fiduciary Group first reported a position in RY in Q1 2023 and has held it in 12 quarters since. The position peaked at $368K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Fiduciary Group held 2,158 shares of Royal Bank of Canada worth $349K as of Q1 2026.
Fiduciary Group left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #245 holding.
Fiduciary Group first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 12 quarters since.
Fiduciary Group's Royal Bank of Canada position peaked at $368K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.