Ruggaard & Associates’s Royal Bank of Canada RY Stock Holding History

Ruggaard & Associates’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 Q1	$731K	Sell	4,520 -65	-1%	-$10.9K	0.29%	53
2025 Q4	$782K	Hold	4,585	–	–	0.31%	47
2025 Q3	$675K	Hold	4,585	–	–	0.25%	53
2025 Q2	$603K	Sell	4,585 -100	-2%	-$12.2K	0.24%	54
2025 Q1	$528K	Hold	4,685	–	–	0.23%	60
2024 Q4	$565K	Buy	4,685 +85	+2%	+$10.5K	0.25%	55
2024 Q3	$574K	Sell	4,600 -700	-13%	-$80.4K	0.25%	56
2024 Q2	$564K	Hold	5,300	–	–	0.26%	57
2024 Q1	$535K	Buy	5,300 +125	+2%	+$12.3K	0.25%	53
2023 Q4	$523K	Hold	5,175	–	–	0.28%	53
2023 Q3	$453K	Hold	5,175	–	–	0.27%	62
2023 Q2	$494K	Hold	5,175	–	–	0.29%	56
2023 Q1	$495K	Buy	+5,175	New	+$513K	0.31%	55

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Ruggaard & Associates's RY Position: Q1 2026 in Review

Ruggaard & Associates reduced its Royal Bank of Canada (RY) stake by 1.4% in Q1 2026, selling an estimated $10.9K and leaving 4,520 shares worth $731K. The position accounts for 0.29% of the portfolio, ranked #53.

Ruggaard & Associates first reported a position in RY in Q1 2023 and has held it in 13 quarters since. The position peaked at $782K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Ruggaard & Associates held 4,520 shares of Royal Bank of Canada worth $731K as of Q1 2026.
Ruggaard & Associates sold 65 Royal Bank of Canada shares in Q1 2026, an estimated $10.9K.
Royal Bank of Canada made up 0.29% of Ruggaard & Associates's portfolio in Q1 2026, its #53 holding.
Ruggaard & Associates first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Royal Bank of Canada position peaked at $782K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.