Rothschild Investment LLC’s Royal Bank of Canada RY Stock Holding History

Rothschild Investment LLC’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 Q2	$259K	Hold	1,250	–	–	0.01%	798
2026 Q1	$202K	Hold	1,250	–	–	0.01%	667
2025 Q4	$213K	Sell	1,250 -100	-7%	-$15.4K	0.01%	601
2025 Q3	$199K	Hold	1,350	–	–	0.01%	612
2025 Q2	$178K	Hold	1,350	–	–	0.01%	533
2025 Q1	$152K	Hold	1,350	–	–	0.01%	547
2024 Q4	$163K	Hold	1,350	–	–	0.01%	549
2024 Q3	$168K	Hold	1,350	–	–	0.01%	547
2024 Q2	$144K	Hold	1,350	–	–	0.01%	554
2024 Q1	$136K	Hold	1,350	–	–	0.01%	539
2023 Q4	$137K	Buy	+1,350	New	+$119K	0.01%	479
2014 Q3	–	Sell	-5,050	Closed	-$361K	–	508
2014 Q2	$361K	Buy	5,050 +200	+4%	+$13.6K	0.05%	315
2014 Q1	$320K	Buy	4,850 +1,000	+26%	+$64.6K	0.04%	330
2013 Q4	$259K	Sell	3,850 -1,000	-21%	-$66.3K	0.04%	353
2013 Q3	$311K	Sell	4,850 -1,625	-25%	-$101K	0.05%	309
2013 Q2	$378K	Buy	+6,475	New	+$387K	0.06%	266

Other funds holding RY

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's RY Position: Q2 2026 in Review

Rothschild Investment LLC held its Royal Bank of Canada (RY) position steady in Q2 2026 at 1,250 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #798.

Rothschild Investment LLC first reported a position in RY in Q2 2013 and has held it in 16 quarters since. The position peaked at $378K in Q2 2013. 571 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Rothschild Investment LLC held 1,250 shares of Royal Bank of Canada worth $259K as of Q2 2026.
Rothschild Investment LLC left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #798 holding.
Rothschild Investment LLC first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 16 quarters since.
Rothschild Investment LLC's Royal Bank of Canada position peaked at $378K in Q2 2013.
571 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.