Orion Portfolio Solutions’s Royal Bank of Canada RY Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.24M	Buy	19,844 +386	+2%	+$45.5K	0.02%	649
2024 Q4	$2.34M	Buy	19,458 +1,729	+10%	+$213K	0.02%	622
2024 Q3	$2.21M	Buy	17,729 +577	+3%	+$66.2K	0.02%	641
2024 Q2	$1.82M	Buy	17,152 +658	+4%	+$67.7K	0.02%	683
2024 Q1	$1.66M	Buy	16,494 +5,302	+47%	+$523K	0.02%	748
2023 Q4	$1.13M	Buy	11,192 +1,697	+18%	+$150K	0.01%	891
2023 Q3	$830K	Sell	9,495 -1,301	-12%	-$121K	0.01%	1008
2023 Q2	$1.03M	Sell	10,796 -364	-3%	-$34.7K	0.01%	944
2023 Q1	$1.07M	Buy	+11,160	New	+$1.11M	0.01%	845
2020 Q1	–	Sell	-4	Closed	–	–	2249
2019 Q4	$0	Buy	+4	New	+$322	﹤0.01%	1930

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Orion Portfolio Solutions's RY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Royal Bank of Canada (RY) stake by 2% in Q1 2025, buying an estimated $45.5K and bringing the position to 19,844 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #649.

Orion Portfolio Solutions first reported a position in RY in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2024. 765 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Orion Portfolio Solutions held 19,844 shares of Royal Bank of Canada worth $2.24M as of Q1 2025.
Orion Portfolio Solutions bought 386 Royal Bank of Canada shares in Q1 2025, an estimated $45.5K.
Royal Bank of Canada made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #649 holding.
Orion Portfolio Solutions first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Royal Bank of Canada position peaked at $2.34M in Q4 2024.
765 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.