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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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Jacobi Capital Management's RY Position: Q2 2026 in Review

Jacobi Capital Management reduced its Royal Bank of Canada (RY) stake by 6.8% in Q2 2026, selling an estimated $18.2K and leaving 1,334 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #571.

Jacobi Capital Management first reported a position in RY in Q2 2017 and has held it in 22 quarters since. 397 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Jacobi Capital Management held 1,334 shares of Royal Bank of Canada worth $276K as of Q2 2026.
  • Jacobi Capital Management sold 98 Royal Bank of Canada shares in Q2 2026, an estimated $18.2K.
  • Royal Bank of Canada made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #571 holding.
  • Jacobi Capital Management first reported a position in Royal Bank of Canada in Q2 2017 and has held it in 22 quarters since.
  • 397 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.