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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
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

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

Root Financial Partners's RY Position: Q1 2026 in Review

Root Financial Partners reduced its Royal Bank of Canada (RY) stake by 25% in Q1 2026, selling an estimated $4.85K and leaving 87 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Root Financial Partners first reported a position in RY in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Root Financial Partners held 87 shares of Royal Bank of Canada worth $14.1K as of Q1 2026.
  • Root Financial Partners sold 29 Royal Bank of Canada shares in Q1 2026, an estimated $4.85K.
  • Royal Bank of Canada made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1521 holding.
  • Root Financial Partners first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Royal Bank of Canada position peaked at $19.8K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.