Level Four Advisory Services’s Royal Bank of Canada RY Stock Holding History

Level Four Advisory Services’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	$1.43M	Sell	8,841 -4,000	-31%	-$669K	0.05%	351
2025 Q4	$2.19M	Hold	12,841	–	–	0.07%	272
2025 Q3	$1.89M	Buy	12,841 +101	+0.8%	+$13.9K	0.06%	278
2025 Q2	$1.68M	Buy	12,740 +3	+0%	+$367	0.06%	278
2025 Q1	$1.44M	Buy	12,737 +36	+0.3%	+$4.24K	0.06%	290
2024 Q4	$1.53M	Sell	12,701 -4,159	-25%	-$513K	0.06%	276
2024 Q3	$2.04M	Sell	16,860 -2,281	-12%	-$262K	0.09%	237
2024 Q2	$2.04M	Buy	19,141 +3,858	+25%	+$397K	0.09%	234
2024 Q1	$1.55M	Hold	15,283	–	–	0.08%	240
2023 Q4	$1.55M	Sell	15,283 -256	-2%	-$22.6K	0.09%	237
2023 Q3	$1.36M	Sell	15,539 -2,539	-14%	-$236K	0.09%	241
2023 Q2	$1.73M	Sell	18,078 -246	-1%	-$23.5K	0.1%	212
2023 Q1	$1.75M	Sell	18,324 -53,777	-75%	-$5.33M	0.11%	198
2022 Q4	$6.78M	Buy	72,101 +55,337	+330%	+$5.22M	0.5%	43
2022 Q3	$1.51M	Sell	16,764 -335	-2%	-$32.1K	0.15%	157
2022 Q2	$1.66M	Buy	17,099 +2,074	+14%	+$212K	0.16%	157
2022 Q1	$1.66M	Sell	15,025 -1,585	-10%	-$178K	0.13%	171
2021 Q4	$1.76M	Buy	16,610 +3,702	+29%	+$384K	0.13%	166
2021 Q3	$1.28M	Sell	12,908 -1,615	-11%	-$165K	0.13%	166
2021 Q2	$1.47M	Buy	14,523 +152	+1%	+$15.1K	0.1%	218
2021 Q1	$1.32M	Sell	14,371 -572	-4%	-$49.8K	0.1%	214
2020 Q4	$1.23M	Buy	14,943 +3	+0%	+$232	0.1%	210
2020 Q3	$1.05M	Sell	14,940 -329	-2%	-$23.6K	0.08%	236
2020 Q2	$1.03M	Sell	15,269 -46	-0.3%	-$2.93K	0.08%	250
2020 Q1	$943K	Sell	15,315 -1,258	-8%	-$93.3K	0.11%	204
2019 Q4	$1.33M	Buy	16,573 +220	+1%	+$17.7K	0.05%	246
2019 Q3	$1.33M	Buy	16,353 +3	+0%	+$234	0.14%	165
2019 Q2	$1.3M	Buy	16,350 +3	+0%	+$234	0.13%	161
2019 Q1	$1.24M	Sell	16,347 -4,291	-21%	-$325K	0.14%	156
2018 Q4	$1.41M	Buy	20,638 +116	+0.6%	+$8.47K	0.18%	127
2018 Q3	$1.65M	Buy	20,522 +3	+0%	+$235	0.18%	137
2018 Q2	$1.54M	Sell	20,519 -157	-0.8%	-$12K	0.11%	179
2018 Q1	$1.6M	Sell	20,676 -3,063	-13%	-$249K	0.12%	156
2017 Q4	$1.94M	Buy	23,739 +724	+3%	+$57.4K	0.15%	127
2017 Q3	$1.78M	Sell	23,015 -1,224	-5%	-$91.4K	0.16%	127
2017 Q2	$1.75M	Hold	24,239	–	–	0.27%	95
2017 Q1	$1.75M	Sell	24,239 -957	-4%	-$69.3K	0.18%	121
2016 Q4	$1.71M	Buy	+25,196	New	+$1.63M	0.22%	95

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

Level Four Advisory Services's RY Position: Q1 2026 in Review

Level Four Advisory Services reduced its Royal Bank of Canada (RY) stake by 31% in Q1 2026, selling an estimated $669K and leaving 8,841 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #351.

Level Four Advisory Services first reported a position in RY in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.78M in Q4 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Level Four Advisory Services held 8,841 shares of Royal Bank of Canada worth $1.43M as of Q1 2026.
Level Four Advisory Services sold 4,000 Royal Bank of Canada shares in Q1 2026, an estimated $669K.
Royal Bank of Canada made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #351 holding.
Level Four Advisory Services first reported a position in Royal Bank of Canada in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Royal Bank of Canada position peaked at $6.78M in Q4 2022.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.