Kovitz Investment Group Partners’s Royal Bank of Canada RY Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-10,537	Closed	-$1.7M	–	516
2026 Q1	$1.7M	Buy	10,537 +484	+5%	+$81K	0.04%	253
2025 Q4	$1.71M	Sell	10,053 -35	-0.3%	-$5.38K	0.04%	251
2025 Q3	$1.49M	Buy	10,088 +1,037	+11%	+$143K	0.01%	735
2025 Q2	$1.19M	Buy	9,051 +1,426	+19%	+$174K	0.01%	757
2025 Q1	$860K	Sell	7,625 -953	-11%	-$112K	﹤0.01%	780
2024 Q4	$1.04M	Sell	8,578 -198	-2%	-$24.4K	0.01%	710
2024 Q3	$1.08M	Buy	8,776 +800	+10%	+$91.8K	0.01%	610
2024 Q2	$851K	Buy	+7,976	New	+$820K	0.01%	571

Other funds holding RY

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kovitz Investment Group Partners's RY Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 10,537 shares — an estimated $1.7M sold.

Kovitz Investment Group Partners first reported a position in RY in Q2 2024 and held it in 8 quarters. The position peaked at $1.71M in Q4 2025. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Kovitz Investment Group Partners reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,537 Royal Bank of Canada shares in Q2 2026, an estimated $1.7M.
Kovitz Investment Group Partners first reported a position in Royal Bank of Canada in Q2 2024 and held it in 8 quarters.
Kovitz Investment Group Partners's Royal Bank of Canada position peaked at $1.71M in Q4 2025.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.