GWM
RY icon

Gitterman Wealth Management’s Royal Bank of Canada RY Stock Holding History

Gitterman Wealth 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
2025
Q3 		$307K Buy
2,084
+183
+10% +$25.2K 0.07% 84
2025
Q2 		$250K Sell
1,901
-43
-2% -$5.26K 0.06% 105
2025
Q1 		$219K Buy
1,944
+37
+2% +$4.36K 0.06% 106
2024
Q4 		$230K Buy
+1,907
New +$235K 0.1% 97

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Gitterman Wealth Management's RY Position: Q3 2025 in Review

Gitterman Wealth Management increased its Royal Bank of Canada (RY) stake by 9.6% in Q3 2025, buying an estimated $25.2K and bringing the position to 2,084 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #84.

Gitterman Wealth Management first reported a position in RY in Q4 2024 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold RY as of Q3 2025.

  • Gitterman Wealth Management held 2,084 shares of Royal Bank of Canada worth $307K as of Q3 2025.
  • Gitterman Wealth Management bought 183 Royal Bank of Canada shares in Q3 2025, an estimated $25.2K.
  • Royal Bank of Canada made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #84 holding.
  • Gitterman Wealth Management first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.