MGB Wealth Management’s Royal Bank of Canada RY Stock Holding History

MGB Wealth Management’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
2025 Q4	$496K	Buy	2,908 +4	+0.1%	+$614	0.14%	124
2025 Q3	$428K	Buy	2,904 +4	+0.1%	+$551	0.12%	140
2025 Q2	$381K	Buy	2,900 +5	+0.2%	+$612	0.13%	152
2025 Q1	$326K	Hold	2,895	–	–	0.12%	163
2024 Q4	$349K	Hold	2,895	–	–	0.11%	146
2024 Q3	$361K	Hold	2,895	–	–	0.13%	144
2024 Q2	$322K	Hold	2,895	–	–	0.12%	147
2024 Q1	$292K	Hold	2,895	–	–	0.12%	154
2023 Q4	$293K	Buy	+2,895	New	+$255K	0.15%	145

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

MGB Wealth Management's RY Position: Q4 2025 in Review

MGB Wealth Management increased its Royal Bank of Canada (RY) stake by 0.14% in Q4 2025, buying an estimated $614 and bringing the position to 2,908 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #124.

MGB Wealth Management first reported a position in RY in Q4 2023 and has held it in 9 quarters since. 912 funds tracked by Wall St. Rank hold RY as of Q4 2025.

MGB Wealth Management held 2,908 shares of Royal Bank of Canada worth $496K as of Q4 2025.
MGB Wealth Management bought 4 Royal Bank of Canada shares in Q4 2025, an estimated $614.
Royal Bank of Canada made up 0.14% of MGB Wealth Management's portfolio in Q4 2025, its #124 holding.
MGB Wealth Management first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 9 quarters since.
912 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.