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

Pines 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 		$255K Hold
1,579
– – 0.08% 192
2025
Q4 		$269K Hold
1,579
– – 0.09% 186
2025
Q3 		$233K Hold
1,579
– – 0.08% 206
2025
Q2 		$209K Buy
+1,579
New +$193K 0.07% 223

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

Pines Wealth Management's RY Position: Q1 2026 in Review

Pines Wealth Management held its Royal Bank of Canada (RY) position steady in Q1 2026 at 1,579 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #192.

Pines Wealth Management first reported a position in RY in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Pines Wealth Management held 1,579 shares of Royal Bank of Canada worth $255K as of Q1 2026.
  • Pines Wealth Management left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.08% of Pines Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Pines Wealth Management first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 4 quarters since.
  • Pines Wealth Management's Royal Bank of Canada position peaked at $269K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.