Live Oak Investment Partners’s Royal Bank of Canada RY Stock Holding History

Live Oak Investment 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	$1.03M	Buy	4,965 +101	+2%	+$18.7K	0.55%	45
2026 Q1	$787K	Buy	4,864 +480	+11%	+$80.3K	0.46%	50
2025 Q4	$747K	Buy	4,384 +366	+9%	+$56.2K	0.46%	53
2025 Q3	$592K	Buy	4,018 +910	+29%	+$125K	0.39%	58
2025 Q2	$409K	Buy	+3,108	New	+$380K	0.31%	62

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

Live Oak Investment Partners's RY Position: Q2 2026 in Review

Live Oak Investment Partners increased its Royal Bank of Canada (RY) stake by 2.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,965 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #45.

Live Oak Investment Partners first reported a position in RY in Q2 2025 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Live Oak Investment Partners held 4,965 shares of Royal Bank of Canada worth $1.03M as of Q2 2026.
Live Oak Investment Partners bought 101 Royal Bank of Canada shares in Q2 2026, an estimated $18.7K.
Royal Bank of Canada made up 0.55% of Live Oak Investment Partners's portfolio in Q2 2026, its #45 holding.
Live Oak Investment Partners first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 5 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.