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Paragon Private Wealth Management’s Royal Bank of Canada RY Stock Holding History

Paragon Private Wealth Management’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 		$581K Buy
3,590
+476
+15% +$79.6K 0.18% 131
2025
Q4 		$531K Buy
3,114
+360
+13% +$55.3K 0.16% 134
2025
Q3 		$406K Sell
2,754
-310
-10% -$42.7K 0.13% 155
2025
Q2 		$403K Buy
3,064
+361
+13% +$44.2K 0.16% 143
2025
Q1 		$305K Buy
2,703
+218
+9% +$25.7K 0.14% 149
2024
Q4 		$299K Buy
2,485
+329
+15% +$40.6K 0.14% 135
2024
Q3 		$269K Buy
+2,156
New +$248K 0.13% 138

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

Paragon Private Wealth Management's RY Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Royal Bank of Canada (RY) stake by 15% in Q1 2026, buying an estimated $79.6K and bringing the position to 3,590 shares worth $581K. The position accounts for 0.18% of the portfolio, ranked #131.

Paragon Private Wealth Management first reported a position in RY in Q3 2024 and has held it in 7 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Paragon Private Wealth Management held 3,590 shares of Royal Bank of Canada worth $581K as of Q1 2026.
  • Paragon Private Wealth Management bought 476 Royal Bank of Canada shares in Q1 2026, an estimated $79.6K.
  • Royal Bank of Canada made up 0.18% of Paragon Private Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Paragon Private Wealth Management first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.