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

Smith Salley 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
Q3 		$269K Hold
1,367
– – 0.01% 242
2026
Q2 		$283K Hold
1,367
– – 0.01% 239
2026
Q1 		$221K Hold
1,367
– – 0.01% 254
2025
Q4 		$233K Sell
1,367
-772
-36% -$119K 0.01% 247
2025
Q3 		$315K Hold
2,139
– – 0.02% 214
2025
Q2 		$281K Sell
2,139
-1,438
-40% -$176K 0.02% 224
2025
Q1 		$403K Buy
3,577
+27
+0.8% +$3.18K 0.03% 186
2024
Q4 		$428K Sell
3,550
-200
-5% -$24.7K 0.03% 182
2024
Q3 		$468K Sell
3,750
-155
-4% -$17.8K 0.03% 176
2024
Q2 		$415K Sell
3,905
-226
-5% -$23.2K 0.03% 179
2024
Q1 		$417K Sell
4,131
-125
-3% -$12.3K 0.03% 177
2023
Q4 		$430K Sell
4,256
-70
-2% -$6.17K 0.03% 191
2023
Q3 		$378K Sell
4,326
-260
-6% -$24.2K 0.03% 188
2023
Q2 		$438K Buy
4,586
+375
+9% +$35.8K 0.03% 180
2023
Q1 		$402K Sell
4,211
-40
-0.9% -$3.96K 0.03% 183
2022
Q4 		$400K Sell
4,251
-100
-2% -$9.44K 0.03% 178
2022
Q3 		$392K Hold
4,351
– – 0.04% 178
2022
Q2 		$421K Hold
4,351
– – 0.04% 176
2022
Q1 		$480K Sell
4,351
-265
-6% -$29.7K 0.04% 182
2021
Q4 		$490K Sell
4,616
-30
-0.6% -$3.11K 0.03% 183
2021
Q3 		$462K Buy
4,646
+813
+21% +$82.8K 0.04% 188
2021
Q2 		$388K Hold
3,833
– – 0.03% 200
2021
Q1 		$353K Hold
3,833
– – 0.03% 197
2020
Q4 		$315K Sell
3,833
-20
-0.5% -$1.55K 0.03% 186
2020
Q3 		$270K Hold
3,853
– – 0.03% 171
2020
Q2 		$261K Hold
3,853
– – 0.03% 168
2020
Q1 		$237K Sell
3,853
-500
-11% -$37.1K 0.04% 163
2019
Q4 		$345K Hold
4,353
– – 0.05% 157
2019
Q3 		$353K Hold
4,353
– – 0.05% 152
2019
Q2 		$346K Sell
4,353
-200
-4% -$15.6K 0.05% 150
2019
Q1 		$344K Hold
4,553
– – 0.06% 141
2018
Q4 		$312K Hold
4,553
– – 0.06% 139
2018
Q3 		$365K Hold
4,553
– – 0.06% 142
2018
Q2 		$343K Hold
4,553
– – 0.06% 141
2018
Q1 		$352K Hold
4,553
– – 0.06% 133
2017
Q4 		$372K Sell
4,553
-661
-13% -$52.4K 0.07% 135
2017
Q3 		$403K Hold
5,214
– – 0.08% 123
2017
Q2 		$378K Sell
5,214
-240
-4% -$16.8K 0.08% 125
2017
Q1 		$398K Buy
+5,454
New +$395K 0.08% 121
2014
Q4 		– Sell
-3,150
Closed -$225K – 176
2014
Q3 		$225K Hold
3,150
– – 0.06% 160
2014
Q2 		$225K Hold
3,150
– – 0.06% 170
2014
Q1 		$208K Sell
3,150
-320
-9% -$20.7K 0.13% 107
2013
Q4 		$233K Hold
3,470
– – 0.15% 95
2013
Q3 		$223K Buy
+3,470
New +$216K 0.18% 77

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Smith Salley Wealth Management's RY Position: Q3 2026 in Review

Smith Salley Wealth Management held its Royal Bank of Canada (RY) position steady in Q3 2026 at 1,367 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #242.

Smith Salley Wealth Management first reported a position in RY in Q3 2013 and has held it in 44 quarters since. The position peaked at $490K in Q4 2021. 639 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Smith Salley Wealth Management held 1,367 shares of Royal Bank of Canada worth $269K as of Q3 2026.
  • Smith Salley Wealth Management left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.01% of Smith Salley Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Smith Salley Wealth Management first reported a position in Royal Bank of Canada in Q3 2013 and has held it in 44 quarters since.
  • Smith Salley Wealth Management's Royal Bank of Canada position peaked at $490K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.