Key Financial Inc’s Royal Bank of Canada RY Stock Holding History

Key Financial Inc’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	$26.4K	Buy	163 +63	+63%	+$10.5K	﹤0.01%	669
2025 Q4	$17K	Hold	100	–	–	﹤0.01%	750
2025 Q3	$14.7K	Hold	100	–	–	﹤0.01%	784
2025 Q2	$13.2K	Hold	100	–	–	﹤0.01%	778
2025 Q1	$11.3K	Hold	100	–	–	﹤0.01%	790
2024 Q4	$12.1K	Hold	100	–	–	﹤0.01%	777
2024 Q3	$12.5K	Hold	100	–	–	﹤0.01%	741
2024 Q2	$10.6K	Hold	100	–	–	﹤0.01%	758
2024 Q1	$10.1K	Hold	100	–	–	﹤0.01%	756
2023 Q4	$10.1K	Hold	100	–	–	﹤0.01%	732
2023 Q3	$8.74K	Sell	100 -125	-56%	-$11.6K	﹤0.01%	754
2023 Q2	$21.5K	Buy	225 +125	+125%	+$11.9K	0.01%	560
2023 Q1	$9.56K	Hold	100	–	–	﹤0.01%	693
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	649
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	658
2022 Q2	$10K	Hold	100	–	–	0.01%	637
2022 Q1	$11K	Hold	100	–	–	0.01%	617
2021 Q4	$11K	Hold	100	–	–	0.01%	575
2021 Q3	$10K	Buy	+100	New	+$10.2K	0.01%	582

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's RY Position: Q1 2026 in Review

Key Financial Inc increased its Royal Bank of Canada (RY) stake by 63% in Q1 2026, buying an estimated $10.5K and bringing the position to 163 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Key Financial Inc first reported a position in RY in Q3 2021 and has held it in 19 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Key Financial Inc held 163 shares of Royal Bank of Canada worth $26.4K as of Q1 2026.
Key Financial Inc bought 63 Royal Bank of Canada shares in Q1 2026, an estimated $10.5K.
Royal Bank of Canada made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #669 holding.
Key Financial Inc first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 19 quarters since.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.