Larson Financial Group’s Royal Bank of Canada RY Stock Holding History

Larson Financial Group’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	$155K	Buy	955 +13	+1%	+$2.17K	﹤0.01%	807
2025 Q4	$161K	Buy	942 +204	+28%	+$31.3K	0.01%	764
2025 Q3	$109K	Buy	738 +254	+52%	+$35K	﹤0.01%	871
2025 Q2	$63.7K	Buy	484 +444	+1,110%	+$54.3K	﹤0.01%	983
2025 Q1	$4.51K	Sell	40 -1,166	-97%	-$137K	﹤0.01%	1912
2024 Q4	$145K	Buy	1,206 +1,000	+485%	+$123K	0.01%	643
2024 Q3	$25.7K	Buy	+206	New	+$23.7K	﹤0.01%	1115
2024 Q1	–	Sell	-95	Closed	-$9.65K	–	1885
2023 Q4	$9.65K	Buy	95 +1	+1%	+$88	﹤0.01%	1028
2023 Q3	$8.26K	Hold	94	–	–	﹤0.01%	1052
2023 Q2	$8.94K	Buy	94 +1	+1%	+$95	﹤0.01%	973
2023 Q1	$8.86K	Buy	93 +1	+1%	+$99	﹤0.01%	957
2022 Q4	$8.65K	Buy	92 +1	+1%	+$94	﹤0.01%	903
2022 Q3	$8K	Buy	91 +1	+1%	+$96	﹤0.01%	854
2022 Q2	$9K	Hold	90	–	–	﹤0.01%	760
2022 Q1	$10K	Buy	90 +1	+1%	+$112	﹤0.01%	665
2021 Q4	$9K	Buy	89 +1	+1%	+$104	﹤0.01%	711
2021 Q3	$9K	Hold	88	–	–	﹤0.01%	617
2021 Q2	$9K	Buy	88 +1	+1%	+$99	﹤0.01%	581
2021 Q1	$8K	Hold	87	–	–	﹤0.01%	588
2020 Q4	$7K	Buy	87 +1	+1%	+$77	﹤0.01%	544
2020 Q3	$6K	Buy	86 +1	+1%	+$72	﹤0.01%	514
2020 Q2	$6K	Buy	+85	New	+$5.41K	﹤0.01%	463
2020 Q1	–	Sell	-37	Closed	-$3K	–	643
2019 Q4	$3K	Buy	+37	New	+$2.98K	﹤0.01%	428

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

Larson Financial Group's RY Position: Q1 2026 in Review

Larson Financial Group increased its Royal Bank of Canada (RY) stake by 1.4% in Q1 2026, buying an estimated $2.17K and bringing the position to 955 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Larson Financial Group first reported a position in RY in Q4 2019 and has held it in 23 quarters since. The position peaked at $161K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Larson Financial Group held 955 shares of Royal Bank of Canada worth $155K as of Q1 2026.
Larson Financial Group bought 13 Royal Bank of Canada shares in Q1 2026, an estimated $2.17K.
Royal Bank of Canada made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #807 holding.
Larson Financial Group first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 23 quarters since.
Larson Financial Group's Royal Bank of Canada position peaked at $161K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.