Forum Financial Management’s Royal Bank of Canada RY Stock Holding History

Forum Financial 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 Q1	–	Sell	-6,800	Closed	-$1.16M	–	866
2025 Q4	$1.16M	Hold	6,800	–	–	0.02%	224
2025 Q3	$1M	Buy	6,800 +500	+8%	+$68.9K	0.01%	234
2025 Q2	$829K	Sell	6,300 -189	-3%	-$23.1K	0.01%	250
2025 Q1	$731K	Sell	6,489 -11,100	-63%	-$1.31M	0.01%	260
2024 Q4	$2.12M	Buy	17,589 +1,276	+8%	+$158K	0.04%	114
2024 Q3	$2.03M	Hold	16,313	–	–	0.03%	104
2024 Q2	$1.74M	Hold	16,313	–	–	0.03%	117
2024 Q1	$1.65M	Sell	16,313 -173	-1%	-$17.1K	0.03%	137
2023 Q4	$1.67M	Sell	16,486 -327	-2%	-$28.8K	0.03%	106
2023 Q3	$1.47M	Hold	16,813	–	–	0.03%	116
2023 Q2	$1.61M	Buy	16,813 +500	+3%	+$47.7K	0.04%	104
2023 Q1	$1.56M	Sell	16,313 -1	-0%	-$99	0.05%	98
2022 Q4	$1.53M	Buy	16,314 +1	+0%	+$94	0.05%	89
2022 Q3	$1.47M	Hold	16,313	–	–	0.07%	82
2022 Q2	$1.58M	Hold	16,313	–	–	0.08%	80
2022 Q1	$1.8M	Sell	16,313 -99	-0.6%	-$11.1K	0.09%	72
2021 Q4	$1.74M	Buy	+16,412	New	+$1.7M	0.09%	71

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

Forum Financial Management's RY Position: Q1 2026 in Review

Forum Financial Management sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 6,800 shares — an estimated $1.16M sold.

Forum Financial Management first reported a position in RY in Q4 2021 and held it in 17 quarters. The position peaked at $2.12M in Q4 2024. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Forum Financial Management reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 6,800 Royal Bank of Canada shares in Q1 2026, an estimated $1.16M.
Forum Financial Management first reported a position in Royal Bank of Canada in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Royal Bank of Canada position peaked at $2.12M in Q4 2024.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.