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 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 $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 $115B AUM 41.58% 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

Kovitz Investment Group Partners's RY Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Royal Bank of Canada (RY) stake by 4.8% in Q1 2026, buying an estimated $81K and bringing the position to 10,537 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #253.

Kovitz Investment Group Partners first reported a position in RY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 944 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Kovitz Investment Group Partners held 10,537 shares of Royal Bank of Canada worth $1.7M as of Q1 2026.
Kovitz Investment Group Partners bought 484 Royal Bank of Canada shares in Q1 2026, an estimated $81K.
Royal Bank of Canada made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #253 holding.
Kovitz Investment Group Partners first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Royal Bank of Canada position peaked at $1.71M in Q4 2025.
944 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.