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Live Oak Private Wealth’s Royal Bank of Canada RY Stock Holding History

Live Oak Private Wealth’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 		$11.3M Buy
54,783
+894
+2% +$166K 1.42% 21
2026
Q1 		$8.72M Hold
53,889
– – 1.22% 30
2025
Q4 		$9.19M Hold
53,889
– – 1.25% 28
2025
Q3 		$7.94M Buy
53,889
+200
+0.4% +$27.6K 1.11% 32
2025
Q2 		$7.06M Hold
53,689
– – 1.05% 36
2025
Q1 		$6.05M Hold
53,689
– – 0.98% 38
2024
Q4 		$6.47M Sell
53,689
-3,887
-7% -$480K 1.09% 36
2024
Q3 		$7.18M Sell
57,576
-185
-0.3% -$21.2K 1.17% 35
2024
Q2 		$6.14M Sell
57,761
-1,350
-2% -$139K 1.06% 37
2024
Q1 		$5.96M Sell
59,111
-3,777
-6% -$373K 1.03% 41
2023
Q4 		$6.36M Sell
62,888
-5,085
-7% -$448K 1.2% 34
2023
Q3 		$5.94M Sell
67,973
-75
-0.1% -$6.98K 1.27% 36
2023
Q2 		$6.5M Sell
68,048
-5,075
-7% -$484K 1.29% 34
2023
Q1 		$6.99M Buy
73,123
+10,615
+17% +$1.05M 1.44% 30
2022
Q4 		$5.88M Hold
62,508
– – 1.22% 36
2022
Q3 		$5.63M Sell
62,508
-526
-0.8% -$50.4K 1.26% 33
2022
Q2 		$6.1M Hold
63,034
– – 1.28% 24
2022
Q1 		$6.95M Sell
63,034
-5,046
-7% -$566K 1.35% 23
2021
Q4 		$7.23M Buy
68,080
+920
+1% +$95.5K 1.35% 24
2021
Q3 		$6.68M Sell
67,160
-8,500
-11% -$866K 1.36% 24
2021
Q2 		$7.67M Buy
75,660
+42,553
+129% +$4.22M 1.69% 13
2021
Q1 		$3.05M Hold
33,107
– – 0.75% 51
2020
Q4 		$2.72M Buy
+33,107
New +$2.56M 0.76% 46

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Live Oak Private Wealth's RY Position: Q2 2026 in Review

Live Oak Private Wealth increased its Royal Bank of Canada (RY) stake by 1.7% in Q2 2026, buying an estimated $166K and bringing the position to 54,783 shares worth $11.3M. The position accounts for 1.42% of the portfolio, ranked #21.

Live Oak Private Wealth first reported a position in RY in Q4 2020 and has held it in 23 quarters since. 985 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Live Oak Private Wealth held 54,783 shares of Royal Bank of Canada worth $11.3M as of Q2 2026.
  • Live Oak Private Wealth bought 894 Royal Bank of Canada shares in Q2 2026, an estimated $166K.
  • Royal Bank of Canada made up 1.42% of Live Oak Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Live Oak Private Wealth first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 23 quarters since.
  • 985 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.