KPWS
RY icon

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

Kestra Private Wealth Services’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 		$508K Buy
3,139
+1,056
+51% +$177K 0.01% 1193
2025
Q4 		$355K Sell
2,083
-416
-17% -$63.9K ﹤0.01% 1340
2025
Q3 		$368K Buy
2,499
+10
+0.4% +$1.38K ﹤0.01% 1251
2025
Q2 		$327K Sell
2,489
-423
-15% -$51.7K ﹤0.01% 1235
2025
Q1 		$328K Buy
2,912
+23
+0.8% +$2.71K 0.01% 1156
2024
Q4 		$348K Buy
2,889
+586
+25% +$72.3K 0.01% 1082
2024
Q3 		$287K Sell
2,303
-1,009
-30% -$116K 0.01% 1098
2024
Q2 		$352K Buy
3,312
+356
+12% +$36.6K 0.01% 982
2024
Q1 		$298K Sell
2,956
-770
-21% -$76K 0.01% 1014
2023
Q4 		$377K Buy
3,726
+990
+36% +$87.2K 0.01% 849
2023
Q3 		$239K Buy
2,736
+264
+11% +$24.6K 0.01% 965
2023
Q2 		$236K Buy
2,472
+31
+1% +$2.96K 0.01% 907
2023
Q1 		$233K Buy
2,441
+116
+5% +$11.5K 0.01% 865
2022
Q4 		$219K Sell
2,325
-196
-8% -$18.5K 0.01% 773
2022
Q3 		$227K Buy
2,521
+87
+4% +$8.34K 0.01% 740
2022
Q2 		$236K Sell
2,434
-257
-10% -$26.3K 0.01% 738
2022
Q1 		$297K Sell
2,691
-81
-3% -$9.08K 0.01% 754
2021
Q4 		$294K Buy
2,772
+26
+0.9% +$2.7K 0.01% 772
2021
Q3 		$273K Buy
2,746
+83
+3% +$8.46K 0.02% 744
2021
Q2 		$270K Sell
2,663
-25
-0.9% -$2.48K 0.02% 713
2021
Q1 		$248K Buy
+2,688
New +$234K 0.02% 670

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

Kestra Private Wealth Services's RY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Royal Bank of Canada (RY) stake by 51% in Q1 2026, buying an estimated $177K and bringing the position to 3,139 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1193.

Kestra Private Wealth Services first reported a position in RY in Q1 2021 and has held it in 21 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Kestra Private Wealth Services held 3,139 shares of Royal Bank of Canada worth $508K as of Q1 2026.
  • Kestra Private Wealth Services bought 1,056 Royal Bank of Canada shares in Q1 2026, an estimated $177K.
  • Royal Bank of Canada made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1193 holding.
  • Kestra Private Wealth Services first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 21 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.