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Sage Mountain Advisors’s Royal Bank of Canada RY Stock Holding History

Sage Mountain Advisors’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 		$1.22M Sell
7,530
-272
-3% -$45.5K 0.09% 87
2025
Q4 		$1.33M Buy
7,802
+6
+0.1% +$921 0.07% 138
2025
Q3 		$1.15M Buy
7,796
+4
+0.1% +$551 0.07% 149
2025
Q2 		$1.03M Hold
7,792
– – 0.07% 136
2025
Q1 		$878K Sell
7,792
-431
-5% -$50.8K 0.06% 138
2024
Q4 		$991K Buy
8,223
+400
+5% +$49.4K 0.07% 114
2024
Q3 		$976K Buy
7,823
+114
+1% +$13.1K 0.08% 111
2024
Q2 		$820K Hold
7,709
– – 0.08% 114
2024
Q1 		$778K Hold
7,709
– – 0.08% 114
2023
Q4 		$780K Buy
7,709
+1,649
+27% +$145K 0.09% 97
2023
Q3 		$530K Sell
6,060
-80
-1% -$7.44K 0.07% 112
2023
Q2 		$586K Sell
6,140
-17
-0.3% -$1.62K 0.08% 101
2023
Q1 		$588K Buy
6,157
+15
+0.2% +$1.49K 0.09% 89
2022
Q4 		$577K Buy
6,142
+56
+0.9% +$5.29K 0.13% 64
2022
Q3 		$548K Sell
6,086
-99
-2% -$9.49K 0.15% 60
2022
Q2 		$599K Sell
6,185
-270
-4% -$27.6K 0.11% 187
2022
Q1 		$712K Sell
6,455
-548
-8% -$61.4K 0.11% 190
2021
Q4 		$743K Buy
7,003
+66
+1% +$6.85K 0.09% 212
2021
Q3 		$690K Hold
6,937
– – 0.1% 201
2021
Q2 		$703K Buy
6,937
+1,000
+17% +$99.1K 0.12% 186
2021
Q1 		$547K Buy
5,937
+31
+0.5% +$2.7K 0.12% 148
2020
Q4 		$485K Buy
+5,906
New +$457K 0.16% 92

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's RY Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Royal Bank of Canada (RY) stake by 3.5% in Q1 2026, selling an estimated $45.5K and leaving 7,530 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #87.

Sage Mountain Advisors first reported a position in RY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Sage Mountain Advisors held 7,530 shares of Royal Bank of Canada worth $1.22M as of Q1 2026.
  • Sage Mountain Advisors sold 272 Royal Bank of Canada shares in Q1 2026, an estimated $45.5K.
  • Royal Bank of Canada made up 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #87 holding.
  • Sage Mountain Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Royal Bank of Canada position peaked at $1.33M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.