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

SHP 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
Q1 		$105K Buy
648
+19
+3% +$3.18K 0.01% 378
2025
Q4 		$107K Buy
+629
New +$96.6K 0.01% 337

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 $115B AUM 41.58% 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 $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's RY Position: Q1 2026 in Review

SHP Wealth Management increased its Royal Bank of Canada (RY) stake by 3% in Q1 2026, buying an estimated $3.18K and bringing the position to 648 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #378.

SHP Wealth Management first reported a position in RY in Q4 2025 and has held it in 2 quarters since. The position peaked at $107K in Q4 2025. 944 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • SHP Wealth Management held 648 shares of Royal Bank of Canada worth $105K as of Q1 2026.
  • SHP Wealth Management bought 19 Royal Bank of Canada shares in Q1 2026, an estimated $3.18K.
  • Royal Bank of Canada made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #378 holding.
  • SHP Wealth Management first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Royal Bank of Canada position peaked at $107K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.