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JPL Wealth Management’s Royal Bank of Canada RY Stock Holding History

JPL Wealth 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
Q1 		$11.5K Buy
+71
New +$11.9K ﹤0.01% 499
2025
Q4 		– Sell
-57
Closed -$8.4K – 921
2025
Q3 		$8.4K Buy
+57
New +$7.86K ﹤0.01% 571

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

JPL Wealth Management's RY Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Royal Bank of Canada (RY) in Q1 2026: 71 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in RY as recently as Q3 2025.

JPL Wealth Management first reported a position in RY in Q3 2025 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • JPL Wealth Management held 71 shares of Royal Bank of Canada worth $11.5K as of Q1 2026.
  • Royal Bank of Canada was a new JPL Wealth Management position in Q1 2026.
  • Royal Bank of Canada made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #499 holding.
  • JPL Wealth Management first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.