IWC
RY icon

Integrated Wealth Concepts’s Royal Bank of Canada RY Stock Holding History

Integrated Wealth Concepts’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 		$959K Buy
5,925
+535
+10% +$89.5K 0.01% 1142
2025
Q4 		$919K Sell
5,390
-1,387
-20% -$213K 0.01% 807
2025
Q3 		$998K Buy
6,777
+363
+6% +$50K 0.01% 983
2025
Q2 		$844K Buy
6,414
+321
+5% +$39.3K 0.01% 1017
2025
Q1 		$687K Sell
6,093
-1,265
-17% -$149K 0.01% 1005
2024
Q4 		$887K Sell
7,358
-890
-11% -$110K 0.01% 874
2024
Q3 		$1.03M Sell
8,248
-1,039
-11% -$119K 0.01% 792
2024
Q2 		$988K Sell
9,287
-1,680
-15% -$173K 0.01% 766
2024
Q1 		$1.11M Sell
10,967
-348
-3% -$34.3K 0.02% 710
2023
Q4 		$1.14M Sell
11,315
-1,613
-12% -$142K 0.02% 673
2023
Q3 		$1.13M Sell
12,928
-433
-3% -$40.3K 0.02% 644
2023
Q2 		$1.28M Buy
13,361
+300
+2% +$28.6K 0.02% 597
2023
Q1 		$1.25M Sell
13,061
-17,963
-58% -$1.78M 0.03% 540
2022
Q4 		$2.92M Buy
31,024
+213
+0.7% +$20.1K 0.08% 234
2022
Q3 		$2.77M Buy
30,811
+847
+3% +$81.2K 0.09% 213
2022
Q2 		$2.9M Buy
29,964
+187
+0.6% +$19.1K 0.09% 206
2022
Q1 		$3.28M Buy
29,777
+1,594
+6% +$179K 0.1% 178
2021
Q4 		$2.99M Buy
28,183
+3,370
+14% +$350K 0.09% 193
2021
Q3 		$2.47M Buy
24,813
+3,429
+16% +$349K 0.08% 208
2021
Q2 		$2.17M Sell
21,384
-43
-0.2% -$4.26K 0.08% 210
2021
Q1 		$1.98M Buy
21,427
+1,842
+9% +$160K 0.08% 189
2020
Q4 		$1.61M Buy
19,585
+917
+5% +$71K 0.08% 182
2020
Q3 		$1.31M Sell
18,668
-102
-0.5% -$7.33K 0.08% 173
2020
Q2 		$1.27M Buy
18,770
+1,295
+7% +$82.4K 0.09% 139
2020
Q1 		$1.08M Buy
17,475
+5,298
+44% +$393K 0.1% 128
2019
Q4 		$964K Buy
12,177
+6,994
+135% +$563K 0.08% 159
2019
Q3 		$421K Buy
5,183
+1,828
+54% +$143K 0.05% 236
2019
Q2 		$269K Buy
+3,355
New +$262K 0.04% 302

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's RY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Royal Bank of Canada (RY) stake by 9.9% in Q1 2026, buying an estimated $89.5K and bringing the position to 5,925 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #1142.

Integrated Wealth Concepts first reported a position in RY in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.28M in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Integrated Wealth Concepts held 5,925 shares of Royal Bank of Canada worth $959K as of Q1 2026.
  • Integrated Wealth Concepts bought 535 Royal Bank of Canada shares in Q1 2026, an estimated $89.5K.
  • Royal Bank of Canada made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1142 holding.
  • Integrated Wealth Concepts first reported a position in Royal Bank of Canada in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Royal Bank of Canada position peaked at $3.28M in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.