Schrum Private Wealth Management’s Royal Bank of Canada RY Stock Holding History

Schrum Private Wealth 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
2026 Q2	–	Sell	-2,285	Closed	-$370K	–	129
2026 Q1	$370K	Sell	2,285 -584	-20%	-$97.7K	0.28%	89
2025 Q4	$489K	Hold	2,869	–	–	0.36%	71
2025 Q3	$423K	Buy	+2,869	New	+$395K	0.31%	80

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Schrum Private Wealth Management's RY Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 2,285 shares — an estimated $370K sold.

Schrum Private Wealth Management first reported a position in RY in Q3 2025 and held it in 3 quarters. The position peaked at $489K in Q4 2025. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Schrum Private Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 2,285 Royal Bank of Canada shares in Q2 2026, an estimated $370K.
Schrum Private Wealth Management first reported a position in Royal Bank of Canada in Q3 2025 and held it in 3 quarters.
Schrum Private Wealth Management's Royal Bank of Canada position peaked at $489K in Q4 2025.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.