Sagespring Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Sagespring Wealth Partners’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	$1.1M	Buy	6,791 +434	+7%	+$72.6K	0.02%	299
2025 Q4	$1.08M	Buy	6,357 +395	+7%	+$60.7K	0.02%	295
2025 Q3	$878K	Buy	5,962 +192	+3%	+$26.5K	0.02%	322
2025 Q2	$759K	Buy	5,770 +3,332	+137%	+$408K	0.02%	345
2025 Q1	$275K	Sell	2,438 -189	-7%	-$22.3K	0.01%	543
2024 Q4	$317K	Buy	+2,627	New	+$324K	0.01%	464

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

Sagespring Wealth Partners's RY Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Royal Bank of Canada (RY) stake by 6.8% in Q1 2026, buying an estimated $72.6K and bringing the position to 6,791 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #299.

Sagespring Wealth Partners first reported a position in RY in Q4 2024 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Sagespring Wealth Partners held 6,791 shares of Royal Bank of Canada worth $1.1M as of Q1 2026.
Sagespring Wealth Partners bought 434 Royal Bank of Canada shares in Q1 2026, an estimated $72.6K.
Royal Bank of Canada made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #299 holding.
Sagespring Wealth Partners first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 6 quarters since.
940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.