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NewSquare Capital’s Royal Bank of Canada RY Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-107
Closed -$14.1K – 1021
2025
Q2 		$14.1K Buy
107
+86
+410% +$10.5K ﹤0.01% 571
2025
Q1 		$2.37K Buy
21
+2
+11% +$236 ﹤0.01% 823
2024
Q4 		$2.29K Buy
+19
New +$2.35K ﹤0.01% 521

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

NewSquare Capital's RY Position: Q3 2025 in Review

NewSquare Capital sold out of Royal Bank of Canada (RY) in Q3 2025, closing a stake of 107 shares — an estimated $14.1K sold.

NewSquare Capital first reported a position in RY in Q4 2024 and held it in 3 quarters. The position peaked at $14.1K in Q2 2025. 833 funds tracked by Wall St. Rank hold RY as of Q3 2025.

  • NewSquare Capital reported no remaining Royal Bank of Canada position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 107 Royal Bank of Canada shares in Q3 2025, an estimated $14.1K.
  • NewSquare Capital first reported a position in Royal Bank of Canada in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Royal Bank of Canada position peaked at $14.1K in Q2 2025.
  • 833 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.