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Richardson Financial Services’s Royal Bank of Canada RY Stock Holding History

Richardson Financial Services’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 		$69.9K Sell
432
-14
-3% -$2.34K 0.04% 262
2025
Q4 		$76K Buy
446
+49
+12% +$7.53K 0.02% 256
2025
Q3 		$58.5K Buy
397
+203
+105% +$28K 0.04% 267
2025
Q2 		$25.7K Sell
194
-122
-39% -$14.9K 0.02% 319
2025
Q1 		$35.6K Buy
316
+10
+3% +$1.18K 0.03% 269
2024
Q4 		$36.9K Buy
306
+96
+46% +$11.8K 0.03% 278
2024
Q3 		$22.3K Hold
210
– – 0.01% 333
2024
Q2 		$22.3K Buy
+210
New +$21.6K 0.02% 313

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

Richardson Financial Services's RY Position: Q1 2026 in Review

Richardson Financial Services reduced its Royal Bank of Canada (RY) stake by 3.1% in Q1 2026, selling an estimated $2.34K and leaving 432 shares worth $69.9K. The position accounts for 0.04% of the portfolio, ranked #262.

Richardson Financial Services first reported a position in RY in Q2 2024 and has held it in 8 quarters since. The position peaked at $76K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Richardson Financial Services held 432 shares of Royal Bank of Canada worth $69.9K as of Q1 2026.
  • Richardson Financial Services sold 14 Royal Bank of Canada shares in Q1 2026, an estimated $2.34K.
  • Royal Bank of Canada made up 0.04% of Richardson Financial Services's portfolio in Q1 2026, its #262 holding.
  • Richardson Financial Services first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 8 quarters since.
  • Richardson Financial Services's Royal Bank of Canada position peaked at $76K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.