Plante Moran Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Plante Moran Financial Advisors’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	$15.9K	Buy	98 +5	+5%	+$837	﹤0.01%	461
2025 Q4	$15.9K	Hold	93	–	–	﹤0.01%	491
2025 Q3	$13.7K	Sell	93 -150	-62%	-$20.7K	﹤0.01%	515
2025 Q2	$32K	Hold	243	–	–	﹤0.01%	409
2025 Q1	$27.4K	Sell	243 -50	-17%	-$5.89K	﹤0.01%	440
2024 Q4	$35.3K	Sell	293 -181	-38%	-$22.3K	﹤0.01%	401
2024 Q3	$59.1K	Hold	474	–	–	0.01%	361
2024 Q2	$50.4K	Hold	474	–	–	0.01%	338
2024 Q1	$47.8K	Hold	474	–	–	0.01%	351
2023 Q4	$47.9K	Sell	474 -150	-24%	-$13.2K	0.01%	324
2023 Q3	$54.6K	Hold	624	–	–	0.01%	282
2023 Q2	$59.6K	Hold	624	–	–	0.01%	280
2023 Q1	$59.6K	Hold	624	–	–	0.01%	271
2022 Q4	$58.7K	Sell	624 -251	-29%	-$23.7K	0.01%	287
2022 Q3	$79K	Hold	875	–	–	0.01%	242
2022 Q2	$85K	Sell	875 -47	-5%	-$4.81K	0.01%	237
2022 Q1	$102K	Hold	922	–	–	0.02%	229
2021 Q4	$98K	Sell	922 -57	-6%	-$5.92K	0.02%	257
2021 Q3	$97K	Hold	979	–	–	0.02%	279
2021 Q2	$99K	Hold	979	–	–	0.02%	249
2021 Q1	$90K	Buy	979 +672	+219%	+$58.5K	0.02%	262
2020 Q4	$25K	Buy	307 +7	+2%	+$542	0.01%	482
2020 Q3	$21K	Buy	+300	New	+$21.6K	0.01%	492
2018 Q4	–	Sell	-300	Closed	-$24K	–	954
2018 Q3	$24K	Hold	300	–	–	0.01%	418
2018 Q2	$23K	Hold	300	–	–	0.01%	459
2018 Q1	$23K	Hold	300	–	–	0.01%	480
2017 Q4	$24K	Hold	300	–	–	0.01%	470
2017 Q3	$23K	Hold	300	–	–	0.01%	439
2017 Q2	$22K	Hold	300	–	–	0.01%	458
2017 Q1	$22K	Hold	300	–	–	0.01%	464
2016 Q4	$20K	Hold	300	–	–	0.01%	485
2016 Q3	$19K	Hold	300	–	–	0.01%	501
2016 Q2	$18K	Hold	300	–	–	0.01%	447
2016 Q1	$17K	Hold	300	–	–	0.01%	401
2015 Q4	$16K	Hold	300	–	–	0.01%	490
2015 Q3	$17K	Hold	300	–	–	0.01%	404
2015 Q2	$18K	Hold	300	–	–	0.01%	435
2015 Q1	$18K	Hold	300	–	–	0.01%	421
2014 Q4	$21K	Hold	300	–	–	0.02%	403
2014 Q3	$21K	Hold	300	–	–	0.02%	398
2014 Q2	$21K	Hold	300	–	–	0.02%	375
2014 Q1	$20K	Hold	300	–	–	0.02%	257
2013 Q4	$20K	Sell	300 -185	-38%	-$12.3K	0.01%	352
2013 Q3	$31K	Buy	485 +185	+62%	+$11.5K	0.02%	241
2013 Q2	$17K	Buy	+300	New	+$17.9K	0.01%	267

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

Plante Moran Financial Advisors's RY Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Royal Bank of Canada (RY) stake by 5.4% in Q1 2026, buying an estimated $837 and bringing the position to 98 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Plante Moran Financial Advisors first reported a position in RY in Q2 2013 and has held it in 45 quarters since. The position peaked at $102K in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Plante Moran Financial Advisors held 98 shares of Royal Bank of Canada worth $15.9K as of Q1 2026.
Plante Moran Financial Advisors bought 5 Royal Bank of Canada shares in Q1 2026, an estimated $837.
Royal Bank of Canada made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #461 holding.
Plante Moran Financial Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 45 quarters since.
Plante Moran Financial Advisors's Royal Bank of Canada position peaked at $102K in Q1 2022.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.