Phoenix Financial’s Royal Bank of Canada RY Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-4,345	Closed	-$642K	–	494
2025 Q3	$642K	Hold	4,345	–	–	0.01%	267
2025 Q2	$571K	Sell	4,345 -1,419	-25%	-$174K	0.01%	275
2025 Q1	$653K	Sell	5,764 -1,507	-21%	-$177K	0.01%	243
2024 Q4	$876K	Sell	7,271 -644	-8%	-$79.5K	0.01%	230
2024 Q3	$991K	Buy	+7,915	New	+$909K	0.01%	220

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 $115B AUM 41.58% 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

Norges Bank Oslo, Norway $935B AUM

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

Phoenix Financial's RY Position: Q4 2025 in Review

Phoenix Financial sold out of Royal Bank of Canada (RY) in Q4 2025, closing a stake of 4,345 shares — an estimated $642K sold.

Phoenix Financial first reported a position in RY in Q3 2024 and held it in 5 quarters. The position peaked at $991K in Q3 2024. 914 funds tracked by Wall St. Rank hold RY as of Q4 2025.

Phoenix Financial reported no remaining Royal Bank of Canada position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 4,345 Royal Bank of Canada shares in Q4 2025, an estimated $642K.
Phoenix Financial first reported a position in Royal Bank of Canada in Q3 2024 and held it in 5 quarters.
Phoenix Financial's Royal Bank of Canada position peaked at $991K in Q3 2024.
914 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.