Novare Capital Management’s Royal Bank of Canada RY Stock Holding History

Novare Capital Management’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	$995K	Sell	6,153 -1,439	-19%	-$241K	0.08%	111
2025 Q4	$1.29M	Sell	7,592 -245	-3%	-$37.6K	0.1%	104
2025 Q3	$1.15M	Hold	7,837	–	–	0.09%	109
2025 Q2	$1.03M	Sell	7,837 -72	-0.9%	-$8.81K	0.08%	117
2025 Q1	$892K	Buy	7,909 +978	+14%	+$115K	0.08%	120
2024 Q4	$835K	Hold	6,931	–	–	0.07%	122
2024 Q3	$865K	Hold	6,931	–	–	0.07%	117
2024 Q2	$737K	Buy	+6,931	New	+$713K	0.07%	120
2020 Q1	–	Sell	-3,175	Closed	-$251K	–	141
2019 Q4	$251K	Hold	3,175	–	–	0.04%	134
2019 Q3	$258K	Hold	3,175	–	–	0.04%	130
2019 Q2	$252K	Hold	3,175	–	–	0.04%	127
2019 Q1	$240K	Hold	3,175	–	–	0.04%	129
2018 Q4	$218K	Hold	3,175	–	–	0.04%	134
2018 Q3	$255K	Hold	3,175	–	–	0.04%	132
2018 Q2	$239K	Sell	3,175 -100	-3%	-$7.66K	0.04%	139
2018 Q1	$253K	Sell	3,275 -150	-4%	-$12.2K	0.04%	140
2017 Q4	$280K	Sell	3,425 -50	-1%	-$3.96K	0.05%	133
2017 Q3	$269K	Hold	3,475	–	–	0.05%	137
2017 Q2	$252K	Hold	3,475	–	–	0.06%	108
2017 Q1	$253K	Sell	3,475 -75	-2%	-$5.43K	0.06%	108
2016 Q4	$240K	Hold	3,550	–	–	0.06%	100
2016 Q3	$220K	Hold	3,550	–	–	0.06%	104
2016 Q2	$210K	Sell	3,550 -50	-1%	-$3K	0.06%	105
2016 Q1	$207K	Buy	+3,600	New	+$187K	0.06%	108
2015 Q4	–	Sell	-3,700	Closed	-$204K	–	126
2015 Q3	$204K	Hold	3,700	–	–	0.06%	120
2015 Q2	$226K	Hold	3,700	–	–	0.06%	104
2015 Q1	$223K	Hold	3,700	–	–	0.06%	111
2014 Q4	$256K	Sell	3,700 -25	-0.7%	-$1.77K	0.06%	106
2014 Q3	$266K	Hold	3,725	–	–	0.07%	110
2014 Q2	$266K	Sell	3,725 -150	-4%	-$10.2K	0.06%	113
2014 Q1	$256K	Sell	3,875 -2,000	-34%	-$129K	0.07%	110
2013 Q4	$395K	Sell	5,875 -3,230	-35%	-$214K	0.11%	103
2013 Q3	$585K	Sell	9,105 -450	-5%	-$27.9K	0.18%	90
2013 Q2	$557K	Buy	+9,555	New	+$571K	0.19%	87

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

Novare Capital Management's RY Position: Q1 2026 in Review

Novare Capital Management reduced its Royal Bank of Canada (RY) stake by 19% in Q1 2026, selling an estimated $241K and leaving 6,153 shares worth $995K. The position accounts for 0.08% of the portfolio, ranked #111.

Novare Capital Management first reported a position in RY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.29M in Q4 2025. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Novare Capital Management held 6,153 shares of Royal Bank of Canada worth $995K as of Q1 2026.
Novare Capital Management sold 1,439 Royal Bank of Canada shares in Q1 2026, an estimated $241K.
Royal Bank of Canada made up 0.08% of Novare Capital Management's portfolio in Q1 2026, its #111 holding.
Novare Capital Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 34 quarters since.
Novare Capital Management's Royal Bank of Canada position peaked at $1.29M in Q4 2025.
940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.