NWAM LLC’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$227K Hold
1,403
0.01% 571
2025
Q4
$236K Hold
1,403
0.01% 558
2025
Q3
$206K Sell
1,403
-150
-10% -$20.7K 0.01% 609
2025
Q2
$201K Buy
+1,553
New +$190K 0.01% 593
2025
Q1
Sell
-2,842
Closed -$342K 586
2024
Q4
$342K Hold
2,842
0.02% 455
2024
Q3
$354K Buy
+2,842
New +$326K 0.02% 447
2024
Q2
Sell
-3,746
Closed -$378K 437
2024
Q1
$378K Buy
3,746
+214
+6% +$21.1K 0.03% 391
2023
Q4
$357K Sell
3,532
-931
-21% -$82K 0.03% 397
2023
Q3
$390K Sell
4,463
-579
-11% -$53.9K 0.04% 344
2023
Q2
$482K Buy
5,042
+1,423
+39% +$136K 0.04% 336
2023
Q1
$346K Buy
3,619
+770
+27% +$76.3K 0.04% 338
2022
Q4
$268K Buy
2,849
+348
+14% +$32.9K 0.02% 433
2022
Q3
$225K Buy
+2,501
New +$240K 0.02% 442
2020
Q3
Sell
-3,571
Closed -$242K 389
2020
Q2
$242K Sell
3,571
-1,200
-25% -$76.3K 0.03% 354
2020
Q1
$294 Buy
4,771
+350
+8% +$26K 0.01% 303
2019
Q4
$350K Sell
4,421
-800
-15% -$64.4K 0.06% 272
2019
Q3
$424K Buy
5,221
+150
+3% +$11.7K 0.08% 228
2019
Q2
$403K Sell
5,071
-250
-5% -$19.5K 0.08% 223
2019
Q1
$402K Sell
5,321
-1,200
-18% -$90.8K 0.09% 219
2018
Q4
$447K Buy
6,521
+850
+15% +$62K 0.11% 176
2018
Q3
$455K Buy
5,671
+2,493
+78% +$195K 0.1% 202
2018
Q2
$239K Sell
3,178
-850
-21% -$65.1K 0.06% 288
2018
Q1
$311K Hold
4,028
0.08% 242
2017
Q4
$329K Hold
4,028
0.08% 220
2017
Q3
$312K Sell
4,028
-1,300
-24% -$97K 0.08% 230
2017
Q2
$386K Buy
5,328
+900
+20% +$63.1K 0.07% 189
2017
Q1
$323K Buy
+4,428
New +$321K 0.1% 207
2016
Q4
Sell
-6,128
Closed -$380K 308
2016
Q3
$380K Buy
+6,128
New +$377K 0.03% 167
2016
Q1
Sell
-3,788
Closed -$203K 266
2015
Q4
$203K Buy
+3,788
New +$212K 0.08% 217

Other funds holding RY

NWAM LLC's RY Position: Q1 2026 in Review

NWAM LLC held its Royal Bank of Canada (RY) position steady in Q1 2026 at 1,403 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #571.

NWAM LLC first reported a position in RY in Q4 2015 and has held it in 29 quarters since. The position peaked at $482K in Q2 2023. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • NWAM LLC held 1,403 shares of Royal Bank of Canada worth $227K as of Q1 2026.
  • NWAM LLC left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.01% of NWAM LLC's portfolio in Q1 2026, its #571 holding.
  • NWAM LLC first reported a position in Royal Bank of Canada in Q4 2015 and has held it in 29 quarters since.
  • NWAM LLC's Royal Bank of Canada position peaked at $482K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.