Royal Bank of Canada’s Willamette Valley Vineyards WVVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Sell	301 -100	-25%	-$272	﹤0.01%	6974
2025 Q4	$1K	Buy	401 +301	+301%	+$939	﹤0.01%	7061
2025 Q3	$0	Hold	100	–	–	﹤0.01%	7577
2025 Q2	$1K	Hold	100	–	–	﹤0.01%	6944
2025 Q1	$1K	Hold	100	–	–	﹤0.01%	6724
2024 Q4	$0	Hold	100	–	–	﹤0.01%	7299
2024 Q3	$0	Sell	100 -120	-55%	-$449	﹤0.01%	7522
2024 Q2	$0	Sell	220 -97	-31%	-$416	﹤0.01%	7595
2024 Q1	$2K	Buy	317 +51	+19%	+$264	﹤0.01%	6717
2023 Q4	$2K	Buy	266 +126	+90%	+$676	﹤0.01%	6853
2023 Q3	$1K	Hold	140	–	–	﹤0.01%	6960
2023 Q2	$1K	Buy	140 +40	+40%	+$238	﹤0.01%	7101
2023 Q1	$1K	Sell	100 -2,000	-95%	-$12.4K	﹤0.01%	6945
2022 Q4	$13K	Buy	2,100 +2,000	+2,000%	+$12.2K	﹤0.01%	6457
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	7292
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	7225
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	7628
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	7547
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	7512
2021 Q2	$1K	Sell	100 -1,000	-91%	-$12.6K	﹤0.01%	7352
2021 Q1	$10K	Buy	1,100 +1,000	+1,000%	+$7.66K	﹤0.01%	6818
2020 Q4	$1K	Sell	100 -4,186	-98%	-$26.7K	﹤0.01%	6977
2020 Q3	$27K	Sell	4,286 -7,956	-65%	-$50K	﹤0.01%	5583
2020 Q2	$74K	Hold	12,242	–	–	﹤0.01%	5027
2020 Q1	$59K	Buy	+12,242	New	+$76.9K	﹤0.01%	5072
2019 Q2	–	Sell	-1	Closed	–	–	7233
2019 Q1	$0	Hold	1	–	–	﹤0.01%	7144
2018 Q4	$0	Hold	1	–	–	﹤0.01%	7159
2018 Q3	$0	Hold	1	–	–	﹤0.01%	6973
2018 Q2	$0	Sell	1 -1,402	-100%	-$11.5K	﹤0.01%	6798
2018 Q1	$11K	Buy	1,403 +1,402	+140,200%	+$11.3K	﹤0.01%	5685
2017 Q4	$0	Sell	1 -500	-100%	-$4.17K	﹤0.01%	6936
2017 Q3	$4K	Buy	501 +1	+0.2%	+$8	﹤0.01%	6475
2017 Q2	$4K	Hold	500	–	–	﹤0.01%	6134
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	6299
2016 Q4	$4K	Buy	500 +200	+67%	+$1.62K	﹤0.01%	6369
2016 Q3	$2K	Hold	300	–	–	﹤0.01%	6200
2016 Q2	$3K	Hold	300	–	–	﹤0.01%	6077
2016 Q1	$2K	Hold	300	–	–	﹤0.01%	6146
2015 Q4	$2K	Buy	+300	New	+$2.17K	﹤0.01%	6387
2014 Q2	–	Sell	-2	Closed	–	–	6160
2014 Q1	$0	Buy	+2	New	+$13	﹤0.01%	6178

Other funds holding WVVI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada reduced its Willamette Valley Vineyards (WVVI) stake by 25% in Q1 2026, selling an estimated $272 and leaving 301 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #6974.

Royal Bank of Canada first reported a position in WVVI in Q1 2014 and has held it in 40 quarters since. The position peaked at $74K in Q2 2020. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

Royal Bank of Canada held 301 shares of Willamette Valley Vineyards worth $1K as of Q1 2026.
Royal Bank of Canada sold 100 Willamette Valley Vineyards shares in Q1 2026, an estimated $272.
Willamette Valley Vineyards made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #6974 holding.
Royal Bank of Canada first reported a position in Willamette Valley Vineyards in Q1 2014 and has held it in 40 quarters since.
Royal Bank of Canada's Willamette Valley Vineyards position peaked at $74K in Q2 2020.
35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

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