Mutual Advisors’s Royal Bank of Canada RY Stock Holding History

Mutual Advisors’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	$275K	Sell	1,701 -76	-4%	-$12.7K	0.01%	1154
2025 Q4	$303K	Buy	1,777 +393	+28%	+$60.4K	0.01%	1082
2025 Q3	$204K	Sell	1,384 -802	-37%	-$111K	﹤0.01%	1224
2025 Q2	$289K	Buy	2,186 +4	+0.2%	+$489	0.01%	981
2025 Q1	$257K	Buy	+2,182	New	+$257K	0.01%	946
2022 Q1	–	Sell	-6,049	Closed	-$642K	–	925
2021 Q4	$642K	Buy	6,049 +3,056	+102%	+$317K	0.03%	504
2021 Q3	$298K	Buy	+2,993	New	+$305K	0.02%	715

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

Mutual Advisors's RY Position: Q1 2026 in Review

Mutual Advisors reduced its Royal Bank of Canada (RY) stake by 4.3% in Q1 2026, selling an estimated $12.7K and leaving 1,701 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1154.

Mutual Advisors first reported a position in RY in Q3 2021 and has held it in 7 quarters since. The position peaked at $642K in Q4 2021. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Mutual Advisors held 1,701 shares of Royal Bank of Canada worth $275K as of Q1 2026.
Mutual Advisors sold 76 Royal Bank of Canada shares in Q1 2026, an estimated $12.7K.
Royal Bank of Canada made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1154 holding.
Mutual Advisors first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 7 quarters since.
Mutual Advisors's Royal Bank of Canada position peaked at $642K in Q4 2021.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.