Royal Bank of Canada’s Overlay Shares Core Bond ETF OVB Stock Holding History

Royal Bank of Canada’s Portfolio OVB Stock Details OVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8K	Buy	+380	New	+$7.86K	﹤0.01%	6261
2022 Q4	–	Sell	-47,006	Closed	-$949K	–	7578
2022 Q3	$949K	Sell	47,006 -1,241	-3%	-$26.9K	﹤0.01%	3503
2022 Q2	$1.06M	Buy	48,247 +4,065	+9%	+$90.7K	﹤0.01%	3451
2022 Q1	$1.05M	Buy	44,182 +14,635	+50%	+$356K	﹤0.01%	3600
2021 Q4	$754K	Buy	29,547 +154	+0.5%	+$3.98K	﹤0.01%	4100
2021 Q3	$765K	Buy	29,393 +214	+0.7%	+$5.63K	﹤0.01%	3953
2021 Q2	$767K	Buy	+29,179	New	+$755K	﹤0.01%	3885

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Royal Bank of Canada's OVB Position: Q1 2026 in Review

Royal Bank of Canada opened a new position in Overlay Shares Core Bond ETF (OVB) in Q1 2026: 380 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #6261 among its holdings. This is a return to the name: Royal Bank of Canada previously reported a position in OVB as recently as Q3 2022.

Royal Bank of Canada first reported a position in OVB in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2022. 17 funds tracked by Wall St. Rank hold OVB as of Q1 2026.

Royal Bank of Canada held 380 shares of Overlay Shares Core Bond ETF worth $8K as of Q1 2026.
Overlay Shares Core Bond ETF was a new Royal Bank of Canada position in Q1 2026.
Overlay Shares Core Bond ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #6261 holding.
Royal Bank of Canada first reported a position in Overlay Shares Core Bond ETF in Q2 2021 and has held it in 7 quarters since.
Royal Bank of Canada's Overlay Shares Core Bond ETF position peaked at $1.06M in Q2 2022.
17 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.