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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return