Oak Harbor Wealth Partners
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Oak Harbor Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		$1.5M Hold
7,613
– – 0.56% 49
2026
Q2 		$1.58M Sell
7,613
-5,001
-40% -$928K 0.59% 49
2026
Q1 		$2.04M Buy
12,614
+53
+0.4% +$8.87K 0.48% 52
2025
Q4 		$2.14M Sell
12,561
-116
-0.9% -$17.8K 0.51% 46
2025
Q3 		$1.87M Buy
12,677
+517
+4% +$71.3K 0.46% 51
2025
Q2 		$1.6M Buy
12,160
+855
+8% +$105K 0.43% 58
2025
Q1 		$1.27M Buy
11,305
+3,821
+51% +$450K 0.36% 68
2024
Q4 		$902K Sell
7,484
-7,739
-51% -$955K 0.26% 84
2024
Q3 		$1.9M Buy
15,223
+64
+0.4% +$7.35K 0.54% 49
2024
Q2 		$1.61M Buy
15,159
+67
+0.4% +$6.89K 0.51% 51
2024
Q1 		$1.52M Buy
15,092
+73
+0.5% +$7.2K 0.47% 55
2023
Q4 		$1.52M Sell
15,019
-102
-0.7% -$8.99K 0.51% 55
2023
Q3 		$1.32M Sell
15,121
-125
-0.8% -$11.6K 0.47% 64
2023
Q2 		$1.46M Buy
15,246
+74
+0.5% +$7.06K 0.5% 58
2023
Q1 		$1.45M Buy
15,172
+64
+0.4% +$6.34K 0.53% 57
2022
Q4 		$1.42M Buy
15,108
+93
+0.6% +$8.78K 0.54% 54
2022
Q3 		$1.35M Sell
15,015
-290
-2% -$27.8K 0.53% 48
2022
Q2 		$1.48M Buy
15,305
+50
+0.3% +$5.11K 0.59% 48
2022
Q1 		$1.68M Buy
15,255
+86
+0.6% +$9.6K 0.55% 51
2021
Q4 		$1.61M Buy
+15,169
New +$1.57M 0.55% 50

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Oak Harbor Wealth Partners's RY Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its Royal Bank of Canada (RY) position steady in Q3 2026 at 7,613 shares worth $1.5M. The position accounts for 0.56% of the portfolio, ranked #49.

Oak Harbor Wealth Partners first reported a position in RY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2025. 804 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Oak Harbor Wealth Partners held 7,613 shares of Royal Bank of Canada worth $1.5M as of Q3 2026.
  • Oak Harbor Wealth Partners left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.56% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Oak Harbor Wealth Partners first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's Royal Bank of Canada position peaked at $2.14M in Q4 2025.
  • 804 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.