Royal Bank of Canada
NVEE

Royal Bank of Canada’s NV5 Global NVEE Stock Holding History

Royal Bank of Canada’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-250,073
Closed -$5.77M – 7384
2025
Q2 		$5.77M Buy
250,073
+238,320
+2,028% +$4.77M ﹤0.01% 2455
2025
Q1 		$226K Buy
11,753
+2,389
+26% +$43.7K ﹤0.01% 4606
2024
Q4 		$177K Sell
9,364
-924
-9% -$20.3K ﹤0.01% 4916
2024
Q3 		$241K Buy
10,288
+688
+7% +$16.3K ﹤0.01% 4664
2024
Q2 		$223K Buy
9,600
+2,904
+43% +$67.8K ﹤0.01% 4672
2024
Q1 		$164K Sell
6,696
-16,644
-71% -$432K ﹤0.01% 4851
2023
Q4 		$649K Buy
23,340
+11,248
+93% +$286K ﹤0.01% 4036
2023
Q3 		$290K Buy
12,092
+1,536
+15% +$39.6K ﹤0.01% 4480
2023
Q2 		$293K Sell
10,556
-170,908
-94% -$4.19M ﹤0.01% 4412
2023
Q1 		$4.72M Sell
181,464
-42,024
-19% -$1.26M ﹤0.01% 2115
2022
Q4 		$7.39M Buy
223,488
+19,440
+10% +$676K ﹤0.01% 1842
2022
Q3 		$6.32M Sell
204,048
-51,344
-20% -$1.68M ﹤0.01% 1889
2022
Q2 		$7.45M Buy
255,392
+3,216
+1% +$96.4K ﹤0.01% 1779
2022
Q1 		$8.4M Sell
252,176
-60,952
-19% -$1.79M ﹤0.01% 1848
2021
Q4 		$10.8M Sell
313,128
-257,172
-45% -$7.41M ﹤0.01% 1826
2021
Q3 		$14.1M Sell
570,300
-67,948
-11% -$1.67M ﹤0.01% 1590
2021
Q2 		$15.1M Sell
638,248
-32,948
-5% -$749K ﹤0.01% 1537
2021
Q1 		$16.2M Buy
671,196
+23,340
+4% +$556K ﹤0.01% 1419
2020
Q4 		$12.8M Buy
647,856
+17,116
+3% +$288K ﹤0.01% 1537
2020
Q3 		$8.32M Sell
630,740
-104,888
-14% -$1.4M ﹤0.01% 1664
2020
Q2 		$9.35M Buy
735,628
+101,984
+16% +$1.15M ﹤0.01% 1528
2020
Q1 		$6.54M Buy
633,644
+20,640
+3% +$276K ﹤0.01% 1628
2019
Q4 		$7.73M Sell
613,004
-128,556
-17% -$1.87M ﹤0.01% 1811
2019
Q3 		$12.7M Buy
741,560
+26,160
+4% +$475K 0.01% 1384
2019
Q2 		$14.6M Buy
715,400
+41,316
+6% +$737K 0.01% 1304
2019
Q1 		$10M Buy
674,084
+537,620
+394% +$9.25M ﹤0.01% 1525
2018
Q4 		$2.06M Buy
136,464
+508
+0.4% +$9.42K ﹤0.01% 2619
2018
Q3 		$2.95M Sell
135,956
-2,328
-2% -$48K ﹤0.01% 2546
2018
Q2 		$2.4M Sell
138,284
-9,088
-6% -$142K ﹤0.01% 2590
2018
Q1 		$2.05M Hold
147,372
– – ﹤0.01% 2667
2017
Q4 		$2M Sell
147,372
-12,456
-8% -$169K ﹤0.01% 2728
2017
Q3 		$2.18M Buy
159,828
+2,364
+2% +$26.8K ﹤0.01% 2599
2017
Q2 		$1.67M Buy
157,464
+4,404
+3% +$42.5K ﹤0.01% 2732
2017
Q1 		$1.44M Sell
153,060
-17,884
-10% -$169K ﹤0.01% 2795
2016
Q4 		$1.43M Sell
170,944
-88,216
-34% -$724K ﹤0.01% 2846
2016
Q3 		$2.09M Sell
259,160
-34,680
-12% -$274K ﹤0.01% 2522
2016
Q2 		$2.09M Buy
293,840
+179,080
+156% +$1.21M ﹤0.01% 2505
2016
Q1 		$770K Buy
+114,760
New +$591K ﹤0.01% 3285
2015
Q4 		– Sell
-1,092
Closed -$5K – 6769
2015
Q3 		$5K Sell
1,092
-80
-7% -$456 ﹤0.01% 6162
2015
Q2 		$7K Sell
1,172
-50,092
-98% -$263K ﹤0.01% 6170
2015
Q1 		$210K Buy
+51,264
New +$164K ﹤0.01% 4203

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Royal Bank of Canada's NVEE Position: Q3 2025 in Review

Royal Bank of Canada sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 250,073 shares — an estimated $5.77M sold.

Royal Bank of Canada first reported a position in NVEE in Q1 2015 and held it in 41 quarters. The position peaked at $16.2M in Q1 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Royal Bank of Canada reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 250,073 NV5 Global shares in Q3 2025, an estimated $5.77M.
  • Royal Bank of Canada first reported a position in NV5 Global in Q1 2015 and held it in 41 quarters.
  • Royal Bank of Canada's NV5 Global position peaked at $16.2M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Royal Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.