Guardian Financial Partners’s Royal Bank of Canada RY Stock Holding History

Guardian Financial Partners’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	–	Sell	-4,008	Closed	-$590K	–	74
2025 Q3	$590K	Hold	4,008	–	–	0.25%	45
2025 Q2	$527K	Hold	4,008	–	–	0.24%	47
2025 Q1	$452K	Hold	4,008	–	–	0.22%	47
2024 Q4	$483K	Hold	4,008	–	–	0.29%	39
2024 Q3	$500K	Hold	4,008	–	–	0.31%	39
2024 Q2	$426K	Hold	4,008	–	–	0.28%	38
2024 Q1	$404K	Hold	4,008	–	–	0.28%	38
2023 Q4	$405K	Buy	+4,008	New	+$353K	0.33%	36

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

Guardian Financial Partners's RY Position: Q4 2025 in Review

Guardian Financial Partners sold out of Royal Bank of Canada (RY) in Q4 2025, closing a stake of 4,008 shares — an estimated $590K sold.

Guardian Financial Partners first reported a position in RY in Q4 2023 and held it in 8 quarters. The position peaked at $590K in Q3 2025. 915 funds tracked by Wall St. Rank hold RY as of Q4 2025.

Guardian Financial Partners reported no remaining Royal Bank of Canada position as of Q4 2025 after selling out during the quarter.
Guardian Financial Partners sold 4,008 Royal Bank of Canada shares in Q4 2025, an estimated $590K.
Guardian Financial Partners first reported a position in Royal Bank of Canada in Q4 2023 and held it in 8 quarters.
Guardian Financial Partners's Royal Bank of Canada position peaked at $590K in Q3 2025.
915 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on Guardian Financial Partners's 13F filing for Q4 2025, filed 14 Jan 2026.