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SageView Advisory Group’s Royal Bank of Canada RY Stock Holding History

SageView Advisory Group’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 		– Sell
-30
Closed -$5.12K – 2062
2025
Q4 		$5.12K Buy
+30
New +$4.61K ﹤0.01% 1963

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's RY Position: Q1 2026 in Review

SageView Advisory Group sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 30 shares — an estimated $5.12K sold.

SageView Advisory Group first reported a position in RY in Q4 2025 and held it in 1 quarter. The position peaked at $5.12K in Q4 2025. 950 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • SageView Advisory Group reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 30 Royal Bank of Canada shares in Q1 2026, an estimated $5.12K.
  • SageView Advisory Group first reported a position in Royal Bank of Canada in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Royal Bank of Canada position peaked at $5.12K in Q4 2025.
  • 950 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.