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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Oak Private Wealth's RY Position: Q1 2026 in Review

Live Oak Private Wealth held its Royal Bank of Canada (RY) position steady in Q1 2026 at 53,889 shares worth $8.72M. The position accounts for 1.22% of the portfolio, ranked #30.

Live Oak Private Wealth first reported a position in RY in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.19M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Live Oak Private Wealth held 53,889 shares of Royal Bank of Canada worth $8.72M as of Q1 2026.
  • Live Oak Private Wealth left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 1.22% of Live Oak Private Wealth's portfolio in Q1 2026, its #30 holding.
  • Live Oak Private Wealth first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 22 quarters since.
  • Live Oak Private Wealth's Royal Bank of Canada position peaked at $9.19M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.