Root Financial Partners
RY icon

Root Financial Partners’s Royal Bank of Canada RY Stock Holding History

Root Financial Partners’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
Q3 		$62.5K Buy
+318
New +$66.2K ﹤0.01% 969
2026
Q2 		– Sell
-87
Closed -$14.1K – 2619
2026
Q1 		$14.1K Sell
87
-29
-25% -$4.85K ﹤0.01% 1521
2025
Q4 		$19.8K Buy
116
+31
+36% +$4.76K ﹤0.01% 1194
2025
Q3 		$12.5K Buy
+85
New +$11.7K ﹤0.01% 1352

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Root Financial Partners's RY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Royal Bank of Canada (RY) in Q3 2026: 318 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RY as recently as Q1 2026.

Root Financial Partners first reported a position in RY in Q3 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Root Financial Partners held 318 shares of Royal Bank of Canada worth $62.5K as of Q3 2026.
  • Royal Bank of Canada was a new Root Financial Partners position in Q3 2026.
  • Royal Bank of Canada made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #969 holding.
  • Root Financial Partners first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.