Jacobi Capital Management
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Jacobi Capital Management’s Royal Bank of Canada RY Stock Holding History

Jacobi Capital Management’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 		$270K Buy
1,376
+42
+3% +$8.74K 0.01% 575
2026
Q2 		$276K Sell
1,334
-98
-7% -$18.2K 0.01% 571
2026
Q1 		$232K Sell
1,432
-3
-0.2% -$502 0.01% 584
2025
Q4 		$245K Buy
1,435
+4
+0.3% +$614 0.01% 567
2025
Q3 		$211K Buy
+1,431
New +$197K 0.01% 578
2021
Q4 		– Sell
-900
Closed -$90K – 1131
2021
Q3 		$90K Buy
900
+5
+0.6% +$510 0.01% 538
2021
Q2 		$91K Buy
895
+6
+0.7% +$595 0.01% 509
2021
Q1 		$82K Buy
889
+7
+0.8% +$609 0.01% 485
2020
Q4 		$72K Sell
882
-213
-19% -$16.5K 0.01% 470
2020
Q3 		$77K Sell
1,095
-106
-9% -$7.62K 0.01% 420
2020
Q2 		$81K Sell
1,201
-22
-2% -$1.4K 0.02% 392
2020
Q1 		$75K Buy
1,223
+16
+1% +$1.19K 0.02% 365
2019
Q4 		$96K Buy
1,207
+68
+6% +$5.48K 0.02% 358
2019
Q3 		$92K Buy
1,139
+10
+0.9% +$781 0.02% 357
2019
Q2 		$90K Buy
1,129
+9
+0.8% +$703 0.02% 358
2019
Q1 		$85K Sell
1,120
-70
-6% -$5.29K 0.02% 331
2018
Q4 		$82K Buy
1,190
+82
+7% +$5.99K 0.02% 322
2018
Q3 		$89K Buy
1,108
+8
+0.7% +$627 0.02% 342
2018
Q2 		$83K Buy
1,100
+140
+15% +$10.7K 0.02% 347
2018
Q1 		$73K Buy
960
+7
+0.7% +$568 0.02% 338
2017
Q4 		$80K Buy
953
+7
+0.7% +$555 0.03% 297
2017
Q3 		$74K Buy
946
+81
+9% +$6.05K 0.03% 287
2017
Q2 		$64K Buy
+865
New +$60.7K 0.02% 276

Other funds holding RY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jacobi Capital Management's RY Position: Q3 2026 in Review

Jacobi Capital Management increased its Royal Bank of Canada (RY) stake by 3.1% in Q3 2026, buying an estimated $8.74K and bringing the position to 1,376 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #575.

Jacobi Capital Management first reported a position in RY in Q2 2017 and has held it in 23 quarters since. The position peaked at $276K in Q2 2026. 551 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Jacobi Capital Management held 1,376 shares of Royal Bank of Canada worth $270K as of Q3 2026.
  • Jacobi Capital Management bought 42 Royal Bank of Canada shares in Q3 2026, an estimated $8.74K.
  • Royal Bank of Canada made up 0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #575 holding.
  • Jacobi Capital Management first reported a position in Royal Bank of Canada in Q2 2017 and has held it in 23 quarters since.
  • Jacobi Capital Management's Royal Bank of Canada position peaked at $276K in Q2 2026.
  • 551 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.