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Intergy Private Wealth’s Royal Bank of Canada RY Stock Holding History

Intergy Private Wealth’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 		$220K Sell
1,119
-55
-5% -$11.4K 0.05% 129
2026
Q2 		$243K Buy
+1,174
New +$218K 0.06% 119

Other funds holding RY

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Intergy Private Wealth's RY Position: Q3 2026 in Review

Intergy Private Wealth reduced its Royal Bank of Canada (RY) stake by 4.7% in Q3 2026, selling an estimated $11.4K and leaving 1,119 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #129.

Intergy Private Wealth first reported a position in RY in Q2 2026 and has held it in 2 quarters since. The position peaked at $243K in Q2 2026. 171 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Intergy Private Wealth held 1,119 shares of Royal Bank of Canada worth $220K as of Q3 2026.
  • Intergy Private Wealth sold 55 Royal Bank of Canada shares in Q3 2026, an estimated $11.4K.
  • Royal Bank of Canada made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #129 holding.
  • Intergy Private Wealth first reported a position in Royal Bank of Canada in Q2 2026 and has held it in 2 quarters since.
  • Intergy Private Wealth's Royal Bank of Canada position peaked at $243K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.