Optimum Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$39K	Hold	265	–	–	0.02%	381
2025 Q2	$34.9K	Hold	265	–	–	0.02%	384
2025 Q1	$29.9K	Hold	265	–	–	0.01%	394
2024 Q4	$31.9K	Hold	265	–	–	0.01%	384
2024 Q3	$33.1K	Hold	265	–	–	0.01%	390
2024 Q2	$28.2K	Hold	265	–	–	0.01%	402
2024 Q1	$26.7K	Hold	265	–	–	0.01%	429
2023 Q4	$26.8K	Hold	265	–	–	0.01%	413
2023 Q3	$23.2K	Hold	265	–	–	0.01%	450
2023 Q2	$25.3K	Hold	265	–	–	0.01%	450
2023 Q1	$25.3K	Hold	265	–	–	0.01%	450
2022 Q4	$24.9K	Hold	265	–	–	0.01%	458
2022 Q3	$24K	Buy	+265	New	+$25.4K	0.01%	475

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Optimum Investment Advisors's RY Position: Q3 2025 in Review

Optimum Investment Advisors held its Royal Bank of Canada (RY) position steady in Q3 2025 at 265 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #381.

Optimum Investment Advisors first reported a position in RY in Q3 2022 and has held it in 13 quarters since. 832 funds tracked by Wall St. Rank hold RY as of Q3 2025.

Optimum Investment Advisors held 265 shares of Royal Bank of Canada worth $39K as of Q3 2025.
Optimum Investment Advisors left its Royal Bank of Canada share count unchanged in Q3 2025.
Royal Bank of Canada made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #381 holding.
Optimum Investment Advisors first reported a position in Royal Bank of Canada in Q3 2022 and has held it in 13 quarters since.
832 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.