Roxbury Financial
RY icon

Roxbury Financial’s Royal Bank of Canada RY Stock Holding History

Roxbury Financial’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 		$98.4K Buy
501
+57
+13% +$11.9K 0.08% 151
2026
Q2 		$91.9K Hold
444
– – 0.07% 150
2026
Q1 		$71.8K Buy
444
+11
+3% +$1.84K 0.06% 160
2025
Q4 		$73.8K Buy
433
+86
+25% +$13.2K 0.07% 155
2025
Q3 		$51.1K Buy
347
+8
+2% +$1.1K 0.05% 173
2025
Q2 		$44.6K Buy
339
+104
+44% +$12.7K 0.04% 183
2025
Q1 		$27.7K Buy
235
+1
+0.4% +$118 0.03% 215
2024
Q4 		$29.5K Buy
+234
New +$28.9K 0.03% 212

Other funds holding RY

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Roxbury Financial's RY Position: Q3 2026 in Review

Roxbury Financial increased its Royal Bank of Canada (RY) stake by 13% in Q3 2026, buying an estimated $11.9K and bringing the position to 501 shares worth $98.4K. The position accounts for 0.08% of the portfolio, ranked #151.

Roxbury Financial first reported a position in RY in Q4 2024 and has held it in 8 quarters since. 538 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Roxbury Financial held 501 shares of Royal Bank of Canada worth $98.4K as of Q3 2026.
  • Roxbury Financial bought 57 Royal Bank of Canada shares in Q3 2026, an estimated $11.9K.
  • Royal Bank of Canada made up 0.08% of Roxbury Financial's portfolio in Q3 2026, its #151 holding.
  • Roxbury Financial first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 8 quarters since.
  • 538 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.