Horizon Financial Services’s Royal Bank of Canada RY Stock Holding History

Horizon Financial Services’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	$104K	Sell	531 -17	-3%	-$3.54K	0.04%	100
2026 Q2	$113K	Sell	548 -67	-11%	-$12.4K	0.04%	98
2026 Q1	$99.5K	Hold	615	–	–	0.04%	88
2025 Q4	$105K	Hold	615	–	–	0.05%	74
2025 Q3	$90.6K	Hold	615	–	–	0.04%	78
2025 Q2	$80.9K	Hold	615	–	–	0.04%	70
2025 Q1	$69.3K	Hold	615	–	–	0.04%	68
2024 Q4	$74.1K	Sell	615 -85	-12%	-$10.5K	0.04%	72
2024 Q3	$87.3K	Hold	700	–	–	0.05%	68
2024 Q2	$74.5K	Hold	700	–	–	0.05%	73
2024 Q1	$70.6K	Buy	+700	New	+$69.1K	0.05%	72
2022 Q1	–	Sell	-700	Closed	-$74.3K	–	101
2021 Q4	$74.3K	Sell	700 -207	-23%	-$21.5K	0.05%	69
2021 Q3	$90K	Buy	907 +150	+20%	+$15.3K	0.06%	74
2021 Q2	$77K	Hold	757	–	–	0.06%	69
2021 Q1	$70K	Hold	757	–	–	0.06%	35
2020 Q4	$62K	Hold	757	–	–	0.06%	34
2020 Q3	$53K	Buy	+757	New	+$54.4K	0.05%	34

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Horizon Financial Services's RY Position: Q3 2026 in Review

Horizon Financial Services reduced its Royal Bank of Canada (RY) stake by 3.1% in Q3 2026, selling an estimated $3.54K and leaving 531 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #100.

Horizon Financial Services first reported a position in RY in Q3 2020 and has held it in 17 quarters since. The position peaked at $113K in Q2 2026. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Horizon Financial Services held 531 shares of Royal Bank of Canada worth $104K as of Q3 2026.
Horizon Financial Services sold 17 Royal Bank of Canada shares in Q3 2026, an estimated $3.54K.
Royal Bank of Canada made up 0.04% of Horizon Financial Services's portfolio in Q3 2026, its #100 holding.
Horizon Financial Services first reported a position in Royal Bank of Canada in Q3 2020 and has held it in 17 quarters since.
Horizon Financial Services's Royal Bank of Canada position peaked at $113K in Q2 2026.
866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.