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Sagard Holdings Management’s Royal Bank of Canada RY Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$405K Hold
2,752
– – 2.03% 6
2025
Q2 		$363K Buy
+2,752
New +$337K 1.01% 10

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Sagard Holdings Management's RY Position: Q3 2025 in Review

Sagard Holdings Management held its Royal Bank of Canada (RY) position steady in Q3 2025 at 2,752 shares worth $405K. The position accounts for 2.03% of the portfolio, ranked #6.

Sagard Holdings Management first reported a position in RY in Q2 2025 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold RY as of Q3 2025.

  • Sagard Holdings Management held 2,752 shares of Royal Bank of Canada worth $405K as of Q3 2025.
  • Sagard Holdings Management left its Royal Bank of Canada share count unchanged in Q3 2025.
  • Royal Bank of Canada made up 2.03% of Sagard Holdings Management's portfolio in Q3 2025, its #6 holding.
  • Sagard Holdings Management first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.