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River Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

River Wealth 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 		$1.03M Sell
6,364
-105
-2% -$17.6K 0.12% 108
2025
Q4 		$1.1M Sell
6,469
-23
-0.4% -$3.53K 0.12% 105
2025
Q3 		$956K Sell
6,492
-100
-2% -$13.8K 0.11% 117
2025
Q2 		$867K Hold
6,592
– – 0.11% 124
2025
Q1 		$743K Sell
6,592
-735
-10% -$86.5K 0.1% 124
2024
Q4 		$883K Sell
7,327
-426
-5% -$52.6K 0.12% 117
2024
Q3 		$967K Sell
7,753
-340
-4% -$39K 0.13% 111
2024
Q2 		$861K Sell
8,093
-1,209
-13% -$124K 0.12% 113
2024
Q1 		$938K Sell
9,302
-1,174
-11% -$116K 0.14% 112
2023
Q4 		$1.06M Sell
10,476
-2,306
-18% -$203K 0.17% 108
2023
Q3 		$1.12M Sell
12,782
-3,388
-21% -$315K 0.2% 105
2023
Q2 		$1.54M Sell
16,170
-1,535
-9% -$147K 0.26% 91
2023
Q1 		$1.69M Sell
17,705
-1,958
-10% -$194K 0.31% 83
2022
Q4 		$1.85M Sell
19,663
-514
-3% -$48.5K 0.36% 76
2022
Q3 		$1.82M Sell
20,177
-4,148
-17% -$398K 0.39% 69
2022
Q2 		$2.35M Sell
24,325
-325
-1% -$33.2K 0.43% 68
2022
Q1 		$2.72M Buy
24,650
+248
+1% +$27.8K 0.43% 68
2021
Q4 		$2.59M Buy
24,402
+664
+3% +$68.9K 0.4% 68
2021
Q3 		$2.36M Buy
23,738
+45
+0.2% +$4.59K 0.4% 66
2021
Q2 		$2.4M Buy
23,693
+80
+0.3% +$7.93K 0.42% 66
2021
Q1 		$2.18M Buy
23,613
+381
+2% +$33.2K 0.41% 66
2020
Q4 		$1.91M Buy
23,232
+289
+1% +$22.4K 0.41% 68
2020
Q3 		$1.61M Sell
22,943
-31
-0.1% -$2.23K 0.42% 68
2020
Q2 		$1.56M Sell
22,974
-10
-0% -$636 0.47% 66
2020
Q1 		$1.42M Sell
22,984
-1,555
-6% -$115K 0.57% 62
2019
Q4 		$1.94M Buy
24,539
+254
+1% +$20.5K 0.66% 55
2019
Q3 		$1.97M Buy
24,285
+684
+3% +$53.4K 0.74% 51
2019
Q2 		$1.87M Buy
23,601
+317
+1% +$24.8K 0.73% 52
2019
Q1 		$1.76M Buy
23,284
+915
+4% +$69.2K 0.74% 53
2018
Q4 		$1.53M Buy
22,369
+397
+2% +$29K 0.68% 49
2018
Q3 		$1.76M Sell
21,972
-211
-1% -$16.5K 0.65% 54
2018
Q2 		$1.67M Sell
22,183
-302
-1% -$23.1K 0.65% 57
2018
Q1 		$1.74M Sell
22,485
-447
-2% -$36.3K 0.73% 48
2017
Q4 		$1.87M Buy
22,932
+304
+1% +$24.1K 0.78% 46
2017
Q3 		$1.75M Buy
22,628
+638
+3% +$47.6K 0.79% 47
2017
Q2 		$1.59M Buy
21,990
+556
+3% +$39K 0.74% 47
2017
Q1 		$1.56M Buy
21,434
+956
+5% +$69.3K 0.76% 47
2016
Q4 		$1.39M Buy
20,478
+984
+5% +$63.8K 0.7% 56
2016
Q3 		$1.21M Buy
19,494
+1,311
+7% +$80.6K 0.67% 56
2016
Q2 		$1.07M Buy
18,183
+360
+2% +$21.6K 0.62% 62
2016
Q1 		$1.03M Sell
17,823
-685
-4% -$35.5K 0.61% 61
2015
Q4 		$992K Sell
18,508
-3,278
-15% -$184K 0.63% 59
2015
Q3 		$1.2M Sell
21,786
-269
-1% -$15.3K 0.83% 41
2015
Q2 		$1.35M Sell
22,055
-91
-0.4% -$5.86K 0.86% 41
2015
Q1 		$1.34M Buy
+22,146
New +$1.36M 0.83% 44

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

River Wealth Advisors's RY Position: Q1 2026 in Review

River Wealth Advisors reduced its Royal Bank of Canada (RY) stake by 1.6% in Q1 2026, selling an estimated $17.6K and leaving 6,364 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #108.

River Wealth Advisors first reported a position in RY in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.72M in Q1 2022. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • River Wealth Advisors held 6,364 shares of Royal Bank of Canada worth $1.03M as of Q1 2026.
  • River Wealth Advisors sold 105 Royal Bank of Canada shares in Q1 2026, an estimated $17.6K.
  • Royal Bank of Canada made up 0.12% of River Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • River Wealth Advisors first reported a position in Royal Bank of Canada in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Royal Bank of Canada position peaked at $2.72M in Q1 2022.
  • 940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.