Klingenstein Fields & Co’s Royal Bank of Canada RY Stock Holding History

Klingenstein Fields & Co’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
2025 Q4	–	Sell	-2,015	Closed	-$297K	–	197
2025 Q3	$297K	Hold	2,015	–	–	0.01%	157
2025 Q2	$265K	Hold	2,015	–	–	0.01%	162
2025 Q1	$227K	Hold	2,015	–	–	0.01%	171
2024 Q4	$243K	Hold	2,015	–	–	0.01%	163
2024 Q3	$251K	Hold	2,015	–	–	0.01%	172
2024 Q2	$214K	Hold	2,015	–	–	0.01%	177
2024 Q1	$203K	Hold	2,015	–	–	0.01%	184
2023 Q4	$204K	Buy	+2,015	New	+$178K	0.01%	178
2023 Q1	–	Sell	-2,495	Closed	-$235K	–	177
2022 Q4	$235K	Hold	2,495	–	–	0.01%	163
2022 Q3	$225K	Hold	2,495	–	–	0.01%	160
2022 Q2	$242K	Hold	2,495	–	–	0.01%	156
2022 Q1	$275K	Hold	2,495	–	–	0.01%	159
2021 Q4	$265K	Sell	2,495 -405	-14%	-$42K	0.01%	164
2021 Q3	$288K	Hold	2,900	–	–	0.01%	168
2021 Q2	$294K	Hold	2,900	–	–	0.01%	163
2021 Q1	$267K	Hold	2,900	–	–	0.01%	162
2020 Q4	$238K	Sell	2,900 -150	-5%	-$11.6K	0.01%	168
2020 Q3	$214K	Hold	3,050	–	–	0.01%	170
2020 Q2	$207K	Buy	+3,050	New	+$194K	0.01%	170
2020 Q1	–	Sell	-3,050	Closed	-$242K	–	189
2019 Q4	$242K	Sell	3,050 -65	-2%	-$5.24K	0.01%	171
2019 Q3	$253K	Sell	3,115 -200	-6%	-$15.6K	0.01%	171
2019 Q2	$263K	Sell	3,315 -300	-8%	-$23.4K	0.01%	174
2019 Q1	$273K	Sell	3,615 -525	-13%	-$39.7K	0.01%	175
2018 Q4	$284K	Sell	4,140 -2,070	-33%	-$151K	0.01%	166
2018 Q3	$498K	Sell	6,210 -800	-11%	-$62.7K	0.02%	151
2018 Q2	$528K	Hold	7,010	–	–	0.02%	154
2018 Q1	$542K	Hold	7,010	–	–	0.02%	146
2017 Q4	$572K	Hold	7,010	–	–	0.02%	148
2017 Q3	$542K	Hold	7,010	–	–	0.02%	146
2017 Q2	$508K	Hold	7,010	–	–	0.02%	150
2017 Q1	$511K	Hold	7,010	–	–	0.02%	148
2016 Q4	$475K	Hold	7,010	–	–	0.02%	159
2016 Q3	$434K	Hold	7,010	–	–	0.02%	153
2016 Q2	$414K	Hold	7,010	–	–	0.02%	153
2016 Q1	$403K	Sell	7,010 -2,200	-24%	-$114K	0.02%	159
2015 Q4	$493K	Buy	9,210 +100	+1%	+$5.61K	0.02%	145
2015 Q3	$503K	Sell	9,110 -700	-7%	-$39.9K	0.02%	143
2015 Q2	$600K	Hold	9,810	–	–	0.03%	146
2015 Q1	$592K	Buy	9,810 +1,000	+11%	+$61.5K	0.03%	150
2014 Q4	$609K	Sell	8,810 -325	-4%	-$23K	0.03%	142
2014 Q3	$653K	Buy	9,135 +600	+7%	+$44.2K	0.03%	140
2014 Q2	$610K	Buy	8,535 +2,400	+39%	+$163K	0.03%	155
2014 Q1	$405K	Sell	6,135 -50	-0.8%	-$3.23K	0.02%	178
2013 Q4	$416K	Hold	6,185	–	–	0.01%	223
2013 Q3	$397K	Sell	6,185 -250	-4%	-$15.5K	0.02%	223
2013 Q2	$375K	Buy	+6,435	New	+$384K	0.01%	238

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Klingenstein Fields & Co's RY Position: Q4 2025 in Review

Klingenstein Fields & Co sold out of Royal Bank of Canada (RY) in Q4 2025, closing a stake of 2,015 shares — an estimated $297K sold.

Klingenstein Fields & Co first reported a position in RY in Q2 2013 and held it in 46 quarters. The position peaked at $653K in Q3 2014. 915 funds tracked by Wall St. Rank hold RY as of Q4 2025.

Klingenstein Fields & Co reported no remaining Royal Bank of Canada position as of Q4 2025 after selling out during the quarter.
Klingenstein Fields & Co sold 2,015 Royal Bank of Canada shares in Q4 2025, an estimated $297K.
Klingenstein Fields & Co first reported a position in Royal Bank of Canada in Q2 2013 and held it in 46 quarters.
Klingenstein Fields & Co's Royal Bank of Canada position peaked at $653K in Q3 2014.
915 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on Klingenstein Fields & Co's 13F filing for Q4 2025, filed 13 Feb 2026.