Park Square Financial Group’s Royal Bank of Canada RY Stock Holding History

Park Square Financial Group’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	$6.96K	Sell	43 -102	-70%	-$17.1K	0.05%	129
2025 Q4	$17.5K	Buy	145 +32	+28%	+$4.91K	0.1%	98
2025 Q3	$16.6K	Sell	113 -42	-27%	-$5.79K	0.07%	110
2025 Q2	$20.4K	Sell	155 -11	-7%	-$1.34K	0.01%	456
2025 Q1	$18.7K	Sell	166 -44	-21%	-$5.18K	0.01%	455
2024 Q4	$25.3K	Buy	+210	New	+$25.9K	0.02%	385

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

Park Square Financial Group's RY Position: Q1 2026 in Review

Park Square Financial Group reduced its Royal Bank of Canada (RY) stake by 70% in Q1 2026, selling an estimated $17.1K and leaving 43 shares worth $6.96K. The position accounts for 0.05% of the portfolio, ranked #129.

Park Square Financial Group first reported a position in RY in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.3K in Q4 2024. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Park Square Financial Group held 43 shares of Royal Bank of Canada worth $6.96K as of Q1 2026.
Park Square Financial Group sold 102 Royal Bank of Canada shares in Q1 2026, an estimated $17.1K.
Royal Bank of Canada made up 0.05% of Park Square Financial Group's portfolio in Q1 2026, its #129 holding.
Park Square Financial Group first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's Royal Bank of Canada position peaked at $25.3K in Q4 2024.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.