ISB
RY icon

Iowa State Bank’s Royal Bank of Canada RY Stock Holding History

Iowa State Bank’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 		$305K Hold
1,553
– – 0.05% 103
2026
Q2 		$321K Hold
1,553
– – 0.05% 103
2026
Q1 		$251K Hold
1,553
– – 0.05% 109
2025
Q4 		$265K Hold
1,553
– – 0.05% 112
2025
Q3 		$229K Hold
1,553
– – 0.04% 114
2025
Q2 		$204K Buy
+1,553
New +$190K 0.04% 118

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Iowa State Bank's RY Position: Q3 2026 in Review

Iowa State Bank held its Royal Bank of Canada (RY) position steady in Q3 2026 at 1,553 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #103.

Iowa State Bank first reported a position in RY in Q2 2025 and has held it in 6 quarters since. The position peaked at $321K in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Iowa State Bank held 1,553 shares of Royal Bank of Canada worth $305K as of Q3 2026.
  • Iowa State Bank left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.05% of Iowa State Bank's portfolio in Q3 2026, its #103 holding.
  • Iowa State Bank first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 6 quarters since.
  • Iowa State Bank's Royal Bank of Canada position peaked at $321K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.