GeoWealth Management’s Royal Bank of Canada RY Stock Holding History

GeoWealth 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	$765K	Buy	4,730 +1,255	+36%	+$210K	0.03%	367
2025 Q4	$592K	Buy	+3,475	New	+$534K	0.02%	400
2025 Q3	–	Sell	-1,307	Closed	-$172K	–	1133
2025 Q2	$172K	Buy	1,307 +470	+56%	+$57.5K	0.01%	705
2025 Q1	$94.3K	Sell	837 -6	-0.7%	-$707	﹤0.01%	796
2024 Q4	$102K	Buy	843 +662	+366%	+$81.7K	﹤0.01%	959
2024 Q3	$22.6K	Buy	+181	New	+$20.8K	﹤0.01%	1258

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

GeoWealth Management's RY Position: Q1 2026 in Review

GeoWealth Management increased its Royal Bank of Canada (RY) stake by 36% in Q1 2026, buying an estimated $210K and bringing the position to 4,730 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #367.

GeoWealth Management first reported a position in RY in Q3 2024 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

GeoWealth Management held 4,730 shares of Royal Bank of Canada worth $765K as of Q1 2026.
GeoWealth Management bought 1,255 Royal Bank of Canada shares in Q1 2026, an estimated $210K.
Royal Bank of Canada made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #367 holding.
GeoWealth Management first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 6 quarters since.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.