Simplicity Wealth’s Royal Bank of Canada RY Stock Holding History

Simplicity Wealth’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	$487K	Buy	3,011 +171	+6%	+$28.6K	0.03%	460
2025 Q4	$484K	Sell	2,840 -11	-0.4%	-$1.69K	0.03%	441
2025 Q3	$420K	Sell	2,851 -2,809	-50%	-$387K	0.02%	483
2025 Q2	$745K	Buy	+5,660	New	+$692K	0.03%	384
2024 Q3	–	Sell	-5,986	Closed	-$637K	–	1060
2024 Q2	$637K	Buy	5,986 +705	+13%	+$72.5K	0.01%	661
2024 Q1	$533K	Buy	+5,281	New	+$521K	0.01%	708

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

Simplicity Wealth's RY Position: Q1 2026 in Review

Simplicity Wealth increased its Royal Bank of Canada (RY) stake by 6% in Q1 2026, buying an estimated $28.6K and bringing the position to 3,011 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #460.

Simplicity Wealth first reported a position in RY in Q1 2024 and has held it in 6 quarters since. The position peaked at $745K in Q2 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Simplicity Wealth held 3,011 shares of Royal Bank of Canada worth $487K as of Q1 2026.
Simplicity Wealth bought 171 Royal Bank of Canada shares in Q1 2026, an estimated $28.6K.
Royal Bank of Canada made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #460 holding.
Simplicity Wealth first reported a position in Royal Bank of Canada in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Royal Bank of Canada position peaked at $745K in Q2 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.