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Galvin Gaustad & Stein’s Royal Bank of Canada RY Stock Holding History

Galvin Gaustad & Stein’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 		$446K Sell
2,270
-1
-0% -$208 0.03% 185
2026
Q2 		$470K Buy
2,271
+71
+3% +$13.2K 0.03% 187
2026
Q1 		$356K Hold
2,200
– – 0.03% 200
2025
Q4 		$375K Hold
2,200
– – 0.03% 191
2025
Q3 		$324K Hold
2,200
– – 0.03% 164
2025
Q2 		$289K Sell
2,200
-230
-9% -$28.1K 0.02% 164
2025
Q1 		$274K Buy
2,430
+230
+10% +$27.1K 0.02% 162
2024
Q4 		$265K Sell
2,200
-98
-4% -$12.1K 0.02% 166
2024
Q3 		$287K Hold
2,298
– – 0.03% 152
2024
Q2 		$244K Hold
2,298
– – 0.02% 158
2024
Q1 		$232K Hold
2,298
– – 0.02% 169
2023
Q4 		$232K Hold
2,298
– – 0.02% 172
2023
Q3 		$201K Hold
2,298
– – 0.02% 167
2023
Q2 		$219K Hold
2,298
– – 0.02% 159
2023
Q1 		$220K Hold
2,298
– – 0.02% 153
2022
Q4 		$216K Buy
+2,298
New +$217K 0.02% 153

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

Galvin Gaustad & Stein's RY Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Royal Bank of Canada (RY) stake by 0.04% in Q3 2026, selling an estimated $208 and leaving 2,270 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #185.

Galvin Gaustad & Stein first reported a position in RY in Q4 2022 and has held it in 16 quarters since. The position peaked at $470K in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Galvin Gaustad & Stein held 2,270 shares of Royal Bank of Canada worth $446K as of Q3 2026.
  • Galvin Gaustad & Stein sold 1 Royal Bank of Canada share in Q3 2026, an estimated $208.
  • Royal Bank of Canada made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #185 holding.
  • Galvin Gaustad & Stein first reported a position in Royal Bank of Canada in Q4 2022 and has held it in 16 quarters since.
  • Galvin Gaustad & Stein's Royal Bank of Canada position peaked at $470K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.