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

Obermeyer 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	$1.23M	Hold	7,611	–	–	0.06%	101
2025 Q4	$1.3M	Hold	7,611	–	–	0.06%	99
2025 Q3	$1.12M	Hold	7,611	–	–	0.05%	100
2025 Q2	$1M	Hold	7,611	–	–	0.05%	108
2025 Q1	$858K	Hold	7,611	–	–	0.05%	110
2024 Q4	$917K	Hold	7,611	–	–	0.05%	107
2024 Q3	$949K	Hold	7,611	–	–	0.05%	106
2024 Q2	$810K	Hold	7,611	–	–	0.05%	109
2024 Q1	$768K	Hold	7,611	–	–	0.05%	106
2023 Q4	$770K	Hold	7,611	–	–	0.05%	85
2023 Q3	$666K	Hold	7,611	–	–	0.05%	90
2023 Q2	$727K	Hold	7,611	–	–	0.05%	89
2023 Q1	$727K	Hold	7,611	–	–	0.05%	86
2022 Q4	$716K	Hold	7,611	–	–	0.05%	90
2022 Q3	$685K	Hold	7,611	–	–	0.06%	81
2022 Q2	$737K	Sell	7,611 -15	-0.2%	-$1.53K	0.05%	81
2022 Q1	$841K	Buy	7,626 +300	+4%	+$33.6K	0.05%	86
2021 Q4	$778K	Hold	7,326	–	–	0.04%	94
2021 Q3	$729K	Buy	+7,326	New	+$747K	0.04%	93
2013 Q3	–	Sell	-535	Closed	-$31K	–	231
2013 Q2	$31K	Buy	+535	New	+$31.9K	0.01%	157

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

Obermeyer Wealth Partners's RY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Royal Bank of Canada (RY) position steady in Q1 2026 at 7,611 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #101.

Obermeyer Wealth Partners first reported a position in RY in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.3M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Obermeyer Wealth Partners held 7,611 shares of Royal Bank of Canada worth $1.23M as of Q1 2026.
Obermeyer Wealth Partners left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.06% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #101 holding.
Obermeyer Wealth Partners first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 20 quarters since.
Obermeyer Wealth Partners's Royal Bank of Canada position peaked at $1.3M in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.