O'Shaughnessy Asset Management’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31M Buy
149,993
+13,613
+10% +$2.53M 0.14% 151
2026
Q1
$22.1M Sell
136,380
-155,638
-53% -$26M 0.11% 200
2025
Q4
$49.8M Sell
292,018
-18,091
-6% -$2.78M 0.27% 66
2025
Q3
$45.7M Buy
310,109
+813
+0.3% +$112K 0.27% 65
2025
Q2
$40.8M Buy
309,296
+8,996
+3% +$1.1M 0.28% 73
2025
Q1
$33.8M Sell
300,300
-22,355
-7% -$2.63M 0.27% 74
2024
Q4
$38.9M Buy
322,655
+2,291
+0.7% +$283K 0.33% 58
2024
Q3
$40.1M Buy
320,364
+21,013
+7% +$2.41M 0.36% 59
2024
Q2
$31.9M Buy
299,351
+10,527
+4% +$1.08M 0.33% 68
2024
Q1
$29.1M Buy
288,824
+21,923
+8% +$2.16M 0.32% 66
2023
Q4
$27M Buy
266,901
+2,941
+1% +$259K 0.36% 66
2023
Q3
$23.1M Sell
263,960
-49,346
-16% -$4.59M 0.34% 74
2023
Q2
$29.9M Sell
313,306
-28,374
-8% -$2.71M 0.44% 57
2023
Q1
$32.7M Sell
341,680
-1,478
-0.4% -$146K 0.51% 45
2022
Q4
$32.3M Buy
343,158
+5,160
+2% +$487K 0.53% 45
2022
Q3
$30.4M Sell
337,998
-3,470
-1% -$333K 0.57% 42
2022
Q2
$33.1M Sell
341,468
-22,018
-6% -$2.25M 0.61% 38
2022
Q1
$40M Buy
363,486
+19,412
+6% +$2.18M 0.67% 31
2021
Q4
$36.5M Buy
344,074
+309,941
+908% +$32.2M 0.65% 37
2021
Q3
$3.4M Sell
34,133
-342,770
-91% -$34.9M 0.07% 236
2021
Q2
$38.2M Sell
376,903
-16,017
-4% -$1.59M 0.76% 29
2021
Q1
$36.2M Buy
392,920
+375,919
+2,211% +$32.7M 0.8% 29
2020
Q4
$1.4M Buy
17,001
+2,452
+17% +$190K 0.04% 278
2020
Q3
$1.02M Buy
14,549
+5,856
+67% +$421K 0.03% 295
2020
Q2
$589K Buy
8,693
+5,699
+190% +$362K 0.02% 370
2020
Q1
$184K Buy
2,994
+815
+37% +$60.5K 0.01% 494
2019
Q4
$173K Buy
2,179
+2,175
+54,375% +$175K ﹤0.01% 657
2019
Q3
$0 Buy
4
+1
+33% +$78 ﹤0.01% 1211
2019
Q2
$0 Sell
3
-28,727
-100% -$2.25M ﹤0.01% 1188
2019
Q1
$2.15M Sell
28,730
-59,566
-67% -$4.51M 0.05% 185
2018
Q4
$6.05M Sell
88,296
-164,760
-65% -$12M 0.15% 109
2018
Q3
$20.1M Sell
253,056
-186,441
-42% -$14.6M 0.41% 58
2018
Q2
$32.9M Sell
439,497
-95,267
-18% -$7.29M 0.7% 41
2018
Q1
$41.3M Sell
534,764
-83,534
-14% -$6.78M 0.9% 34
2017
Q4
$50.6M Sell
618,298
-61,379
-9% -$4.87M 1.18% 26
2017
Q3
$52.5M Sell
679,677
-146,902
-18% -$11M 1.22% 25
2017
Q2
$59.9M Buy
826,579
+31,233
+4% +$2.19M 1.41% 17
2017
Q1
$57.8M Buy
795,346
+39,997
+5% +$2.9M 1.36% 19
2016
Q4
$55.2M Sell
755,349
-89,450
-11% -$5.8M 1.31% 22
2016
Q3
$56M Sell
844,799
-184,924
-18% -$11.4M 1.31% 22
2016
Q2
$60.8M Sell
1,029,723
-36,470
-3% -$2.19M 1.57% 13
2016
Q1
$62.1M Sell
1,066,193
-66,750
-6% -$3.46M 1.56% 13
2015
Q4
$60.6M Buy
1,132,943
+28,142
+3% +$1.58M 1.5% 13
2015
Q3
$60.9M Buy
1,104,801
+6,937
+0.6% +$395K 1.27% 20
2015
Q2
$67.1M Buy
1,097,864
+26,282
+2% +$1.69M 1.36% 24
2015
Q1
$64.5M Buy
1,071,582
+112,194
+12% +$6.9M 1.26% 25
2014
Q4
$65.8M Buy
959,388
+403,780
+73% +$28.6M 1.26% 18
2014
Q3
$39.1M Buy
555,608
+228,139
+70% +$16.8M 0.72% 45
2014
Q2
$23.4M Buy
327,469
+160,114
+96% +$10.9M 0.44% 64
2014
Q1
$11M Buy
167,355
+100,590
+151% +$6.5M 0.22% 97
2013
Q4
$4.49M Sell
66,765
-125,082
-65% -$8.29M 0.09% 154
2013
Q3
$12.3M Sell
191,847
-99,980
-34% -$6.21M 0.3% 76
2013
Q2
$17M Buy
+291,827
New +$17.4M 0.45% 59

Other funds holding RY

O'Shaughnessy Asset Management's RY Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Royal Bank of Canada (RY) stake by 10% in Q2 2026, buying an estimated $2.53M and bringing the position to 149,993 shares worth $31M. The position accounts for 0.14% of the portfolio, ranked #151.

O'Shaughnessy Asset Management first reported a position in RY in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.1M in Q2 2015. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • O'Shaughnessy Asset Management held 149,993 shares of Royal Bank of Canada worth $31M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 13,613 Royal Bank of Canada shares in Q2 2026, an estimated $2.53M.
  • Royal Bank of Canada made up 0.14% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #151 holding.
  • O'Shaughnessy Asset Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 53 quarters since.
  • O'Shaughnessy Asset Management's Royal Bank of Canada position peaked at $67.1M in Q2 2015.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.