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Naples Global Advisors’s Royal Bank of Canada RY Stock Holding History

Naples Global 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 		$938K Sell
5,796
-60
-1% -$10K 0.07% 239
2025
Q4 		$998K Sell
5,856
-605
-9% -$92.9K 0.07% 236
2025
Q3 		$952K Sell
6,461
-3,050
-32% -$420K 0.07% 242
2025
Q2 		$1.25M Sell
9,511
-436
-4% -$53.3K 0.11% 198
2025
Q1 		$1.12M Hold
9,947
– – 0.11% 205
2024
Q4 		$1.2M Hold
9,947
– – 0.11% 201
2024
Q3 		$1.24M Hold
9,947
– – 0.12% 198
2024
Q2 		$1.06M Hold
9,947
– – 0.11% 212
2024
Q1 		$1M Hold
9,947
– – 0.1% 216
2023
Q4 		$1.01M Hold
9,947
– – 0.11% 212
2023
Q3 		$870K Hold
9,947
– – 0.11% 219
2023
Q2 		$950K Buy
9,947
+3,142
+46% +$300K 0.11% 213
2023
Q1 		$650K Hold
6,805
– – 0.08% 250
2022
Q4 		$640K Hold
6,805
– – 0.08% 255
2022
Q3 		$613K Hold
6,805
– – 0.08% 250
2022
Q2 		$659K Buy
6,805
+255
+4% +$26.1K 0.09% 245
2022
Q1 		$722K Sell
6,550
-25
-0.4% -$2.8K 0.08% 241
2021
Q4 		$698K Hold
6,575
– – 0.08% 244
2021
Q3 		$654K Hold
6,575
– – 0.09% 243
2021
Q2 		$666K Hold
6,575
– – 0.09% 241
2021
Q1 		$606K Hold
6,575
– – 0.09% 239
2020
Q4 		$540K Hold
6,575
– – 0.09% 234
2020
Q3 		$461K Hold
6,575
– – 0.09% 235
2020
Q2 		$446K Hold
6,575
– – 0.1% 226
2020
Q1 		$405K Hold
6,575
– – 0.11% 218
2019
Q4 		$521K Hold
6,575
– – 0.11% 223
2019
Q3 		$534K Buy
6,575
+75
+1% +$5.86K 0.12% 210
2019
Q2 		$516K Hold
6,500
– – 0.13% 209
2019
Q1 		$491K Hold
6,500
– – 0.13% 211
2018
Q4 		$474K Hold
6,500
– – 0.13% 207
2018
Q3 		$521K Hold
6,500
– – 0.14% 207
2018
Q2 		$489K Sell
6,500
-30
-0.5% -$2.3K 0.14% 205
2018
Q1 		$505K Sell
6,530
-895
-12% -$72.7K 0.15% 193
2017
Q4 		$606K Buy
7,425
+987
+15% +$78.3K 0.18% 170
2017
Q3 		$498K Buy
+6,438
New +$481K 0.17% 181

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

Naples Global Advisors's RY Position: Q1 2026 in Review

Naples Global Advisors reduced its Royal Bank of Canada (RY) stake by 1% in Q1 2026, selling an estimated $10K and leaving 5,796 shares worth $938K. The position accounts for 0.07% of the portfolio, ranked #239.

Naples Global Advisors first reported a position in RY in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.25M in Q2 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Naples Global Advisors held 5,796 shares of Royal Bank of Canada worth $938K as of Q1 2026.
  • Naples Global Advisors sold 60 Royal Bank of Canada shares in Q1 2026, an estimated $10K.
  • Royal Bank of Canada made up 0.07% of Naples Global Advisors's portfolio in Q1 2026, its #239 holding.
  • Naples Global Advisors first reported a position in Royal Bank of Canada in Q3 2017 and has held it in 35 quarters since.
  • Naples Global Advisors's Royal Bank of Canada position peaked at $1.25M in Q2 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.