FineMark National Bank & Trust’s Royal Bank of Canada RY Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$2.24M	Buy	13,142 +9,900	+305%	+$1.52M	0.07%	169
2025 Q3	$478K	Buy	3,242 +112	+4%	+$15.4K	0.02%	314
2025 Q2	$412K	Hold	3,130	–	–	0.01%	325
2025 Q1	$353K	Buy	3,130 +666	+27%	+$78.4K	0.01%	335
2024 Q4	$297K	Hold	2,464	–	–	0.01%	351
2024 Q3	$307K	Buy	+2,464	New	+$283K	0.01%	347
2017 Q1	–	Sell	-20	Closed	-$1K	–	876
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	1246
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	1266
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	1323
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	1246
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	1291
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	1427
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	1369
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	1347
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	1359
2014 Q3	$1K	Sell	20 -755	-97%	-$55.6K	﹤0.01%	1335
2014 Q2	$55K	Buy	775 +505	+187%	+$34.3K	0.01%	602
2014 Q1	$17K	Hold	270	–	–	﹤0.01%	921
2013 Q4	$18K	Hold	270	–	–	﹤0.01%	870
2013 Q3	$17K	Sell	270 -1,745	-87%	-$108K	﹤0.01%	850
2013 Q2	$117K	Buy	+2,015	New	+$120K	0.04%	373

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FineMark National Bank & Trust's RY Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Royal Bank of Canada (RY) stake by 305% in Q4 2025, buying an estimated $1.52M and bringing the position to 13,142 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #169.

FineMark National Bank & Trust first reported a position in RY in Q2 2013 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold RY as of Q4 2025.

FineMark National Bank & Trust held 13,142 shares of Royal Bank of Canada worth $2.24M as of Q4 2025.
FineMark National Bank & Trust bought 9,900 Royal Bank of Canada shares in Q4 2025, an estimated $1.52M.
Royal Bank of Canada made up 0.07% of FineMark National Bank & Trust's portfolio in Q4 2025, its #169 holding.
FineMark National Bank & Trust first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 21 quarters since.
917 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.