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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
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% +$9.64K 0.55% 51
2021
Q4 		$1.61M Buy
+15,169
New +$1.57M 0.55% 50

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Harbor Wealth Partners's RY Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Royal Bank of Canada (RY) stake by 0.42% in Q1 2026, buying an estimated $8.87K and bringing the position to 12,614 shares worth $2.04M. The position accounts for 0.48% of the portfolio, ranked #52.

Oak Harbor Wealth Partners first reported a position in RY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Oak Harbor Wealth Partners held 12,614 shares of Royal Bank of Canada worth $2.04M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 53 Royal Bank of Canada shares in Q1 2026, an estimated $8.87K.
  • Royal Bank of Canada made up 0.48% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Oak Harbor Wealth Partners first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Royal Bank of Canada position peaked at $2.14M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.