Fiduciary Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Fiduciary Wealth Partners’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	$339K	Sell	2,097 -195	-9%	-$32.6K	0.22%	37
2025 Q4	$391K	Hold	2,292	–	–	0.16%	52
2025 Q3	$338K	Buy	2,292 +1,707	+292%	+$235K	0.14%	64
2025 Q2	$77K	Sell	585 -1,512	-72%	-$185K	0.07%	58
2025 Q1	$236K	Buy	+2,097	New	+$247K	0.2%	33

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 Wealth Partners's RY Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Royal Bank of Canada (RY) stake by 8.5% in Q1 2026, selling an estimated $32.6K and leaving 2,097 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #37.

Fiduciary Wealth Partners first reported a position in RY in Q1 2025 and has held it in 5 quarters since. The position peaked at $391K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Fiduciary Wealth Partners held 2,097 shares of Royal Bank of Canada worth $339K as of Q1 2026.
Fiduciary Wealth Partners sold 195 Royal Bank of Canada shares in Q1 2026, an estimated $32.6K.
Royal Bank of Canada made up 0.22% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #37 holding.
Fiduciary Wealth Partners first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 5 quarters since.
Fiduciary Wealth Partners's Royal Bank of Canada position peaked at $391K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.