Prudent Man Advisors’s Royal Bank of Canada RY Stock Holding History

Prudent Man 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
2025 Q3	–	Sell	-1,641	Closed	-$216K	–	175
2025 Q2	$216K	Buy	+1,641	New	+$201K	0.07%	160
2025 Q1	–	Sell	-1,763	Closed	-$212K	–	178
2024 Q4	$212K	Hold	1,763	–	–	0.08%	158
2024 Q3	$220K	Buy	+1,763	New	+$202K	0.07%	158
2024 Q1	–	Sell	-2,116	Closed	-$214K	–	191
2023 Q4	$214K	Sell	2,116 -428	-17%	-$37.7K	0.08%	166
2023 Q3	$222K	Sell	2,544 -91	-3%	-$8.46K	0.09%	160
2023 Q2	$252K	Hold	2,635	–	–	0.09%	153
2023 Q1	$252K	Buy	+2,635	New	+$261K	0.1%	152
2021 Q4	–	Sell	-2,065	Closed	-$205K	–	207
2021 Q3	$205K	Hold	2,065	–	–	0.08%	196
2021 Q2	$209K	Buy	+2,065	New	+$205K	0.08%	199

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Prudent Man Advisors's RY Position: Q3 2025 in Review

Prudent Man Advisors sold out of Royal Bank of Canada (RY) in Q3 2025, closing a stake of 1,641 shares — an estimated $216K sold.

Prudent Man Advisors first reported a position in RY in Q2 2021 and held it in 9 quarters. The position peaked at $252K in Q2 2023. 833 funds tracked by Wall St. Rank hold RY as of Q3 2025.

Prudent Man Advisors reported no remaining Royal Bank of Canada position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 1,641 Royal Bank of Canada shares in Q3 2025, an estimated $216K.
Prudent Man Advisors first reported a position in Royal Bank of Canada in Q2 2021 and held it in 9 quarters.
Prudent Man Advisors's Royal Bank of Canada position peaked at $252K in Q2 2023.
833 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.