New England Capital Financial Advisors’s Royal Bank of Canada RY Stock Holding History

New England Capital Financial 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	–	Sell	-17	Closed	-$2.9K	–	434
2025 Q4	$2.9K	Hold	17	–	–	﹤0.01%	332
2025 Q3	$2.5K	Hold	17	–	–	﹤0.01%	341
2025 Q2	$2.24K	Hold	17	–	–	﹤0.01%	337
2025 Q1	$1.92K	Hold	17	–	–	﹤0.01%	311
2024 Q4	$2.05K	Hold	17	–	–	﹤0.01%	322
2024 Q3	$2.12K	Hold	17	–	–	﹤0.01%	310
2024 Q2	$1.81K	Hold	17	–	–	﹤0.01%	321
2024 Q1	$1.72K	Hold	17	–	–	﹤0.01%	321
2023 Q4	$1.72K	Hold	17	–	–	﹤0.01%	327
2023 Q3	$1.49K	Hold	17	–	–	﹤0.01%	328
2023 Q2	$1.62K	Hold	17	–	–	﹤0.01%	323
2023 Q1	$1.63K	Hold	17	–	–	﹤0.01%	351
2022 Q4	$1.71K	Buy	+17	New	+$1.6K	﹤0.01%	349

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

New England Capital Financial Advisors's RY Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 17 shares — an estimated $2.9K sold.

New England Capital Financial Advisors first reported a position in RY in Q4 2022 and held it in 13 quarters. The position peaked at $2.9K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

New England Capital Financial Advisors reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
New England Capital Financial Advisors sold 17 Royal Bank of Canada shares in Q1 2026, an estimated $2.9K.
New England Capital Financial Advisors first reported a position in Royal Bank of Canada in Q4 2022 and held it in 13 quarters.
New England Capital Financial Advisors's Royal Bank of Canada position peaked at $2.9K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.