Newbridge Financial Services Group’s Royal Bank of Canada RY Stock Holding History

Newbridge Financial Services Group’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	-596	Closed	-$102K	–	1245
2025 Q4	$102K	Buy	596 +3	+0.5%	+$461	0.02%	318
2025 Q3	$87.3K	Buy	593 +4	+0.7%	+$551	0.01%	409
2025 Q2	$77.4K	Buy	589 +5	+0.9%	+$612	0.01%	422
2025 Q1	$65.9K	Buy	584 +4	+0.7%	+$471	0.02%	321
2024 Q4	$69.9K	Buy	+580	New	+$71.6K	0.02%	336
2023 Q1	–	Sell	-200	Closed	-$18.8K	–	1465
2022 Q4	$18.8K	Hold	200	–	–	0.01%	738
2022 Q3	$18K	Hold	200	–	–	0.01%	729
2022 Q2	$19K	Hold	200	–	–	0.01%	676
2022 Q1	$22K	Hold	200	–	–	0.01%	707
2021 Q4	$21K	Buy	+200	New	+$20.8K	0.01%	714

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

Newbridge Financial Services Group's RY Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 596 shares — an estimated $102K sold.

Newbridge Financial Services Group first reported a position in RY in Q4 2021 and held it in 10 quarters. The position peaked at $102K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Newbridge Financial Services Group reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 596 Royal Bank of Canada shares in Q1 2026, an estimated $102K.
Newbridge Financial Services Group first reported a position in Royal Bank of Canada in Q4 2021 and held it in 10 quarters.
Newbridge Financial Services Group's Royal Bank of Canada position peaked at $102K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.