Howe & Rusling’s Royal Bank of Canada RY Stock Holding History

Howe & Rusling’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	$428K	Sell	2,643 -156	-6%	-$26.1K	0.03%	197
2025 Q4	$477K	Buy	2,799 +156	+6%	+$24K	0.03%	178
2025 Q3	$389K	Sell	2,643 -115	-4%	-$15.9K	0.03%	201
2025 Q2	$363K	Buy	2,758 +115	+4%	+$14.1K	0.03%	206
2025 Q1	$298K	Hold	2,643	–	–	0.03%	213
2024 Q4	$319K	Hold	2,643	–	–	0.03%	208
2024 Q3	$330K	Hold	2,643	–	–	0.03%	201
2024 Q2	$281K	Hold	2,643	–	–	0.03%	206
2024 Q1	$267K	Buy	+2,643	New	+$261K	0.03%	215
2021 Q3	–	Sell	-36	Closed	-$4K	–	1023
2021 Q2	$4K	Buy	+36	New	+$3.57K	﹤0.01%	690
2019 Q3	–	Sell	-300	Closed	-$24K	–	860
2019 Q2	$24K	Hold	300	–	–	﹤0.01%	354
2019 Q1	$23K	Buy	+300	New	+$22.7K	﹤0.01%	362
2017 Q1	–	Sell	-360	Closed	-$24K	–	1048
2016 Q4	$24K	Hold	360	–	–	0.01%	338
2016 Q3	$22K	Hold	360	–	–	﹤0.01%	354
2016 Q2	$21K	Hold	360	–	–	﹤0.01%	338
2016 Q1	$21K	Buy	+360	New	+$18.7K	﹤0.01%	397

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 $115B AUM 41.58% 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

Howe & Rusling's RY Position: Q1 2026 in Review

Howe & Rusling reduced its Royal Bank of Canada (RY) stake by 5.6% in Q1 2026, selling an estimated $26.1K and leaving 2,643 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #197.

Howe & Rusling first reported a position in RY in Q1 2016 and has held it in 16 quarters since. The position peaked at $477K in Q4 2025. 941 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Howe & Rusling held 2,643 shares of Royal Bank of Canada worth $428K as of Q1 2026.
Howe & Rusling sold 156 Royal Bank of Canada shares in Q1 2026, an estimated $26.1K.
Royal Bank of Canada made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #197 holding.
Howe & Rusling first reported a position in Royal Bank of Canada in Q1 2016 and has held it in 16 quarters since.
Howe & Rusling's Royal Bank of Canada position peaked at $477K in Q4 2025.
941 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.