Smith Shellnut Wilson’s Royal Bank of Canada RY Stock Holding History

Smith Shellnut Wilson’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	$246K	Hold	1,253	–	–	0.09%	138
2026 Q2	$259K	Hold	1,253	–	–	0.1%	136
2026 Q1	$203K	Hold	1,253	–	–	0.09%	141
2025 Q4	$214K	Buy	+1,253	New	+$192K	0.08%	133
2018 Q1	$346K	Hold	4,473	–	–	0.3%	54
2017 Q4	$365K	Hold	4,473	–	–	0.31%	66
2017 Q3	$346K	Hold	4,473	–	–	0.3%	71
2017 Q2	$264K	Hold	4,473	–	–	0.27%	94
2017 Q1	$326K	Hold	4,473	–	–	0.3%	76
2016 Q4	$303K	Buy	+4,473	New	+$290K	0.29%	81

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Smith Shellnut Wilson's RY Position: Q3 2026 in Review

Smith Shellnut Wilson held its Royal Bank of Canada (RY) position steady in Q3 2026 at 1,253 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #138.

Smith Shellnut Wilson first reported a position in RY in Q4 2016 and has held it in 10 quarters since. The position peaked at $365K in Q4 2017. 639 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Smith Shellnut Wilson held 1,253 shares of Royal Bank of Canada worth $246K as of Q3 2026.
Smith Shellnut Wilson left its Royal Bank of Canada share count unchanged in Q3 2026.
Royal Bank of Canada made up 0.09% of Smith Shellnut Wilson's portfolio in Q3 2026, its #138 holding.
Smith Shellnut Wilson first reported a position in Royal Bank of Canada in Q4 2016 and has held it in 10 quarters since.
Smith Shellnut Wilson's Royal Bank of Canada position peaked at $365K in Q4 2017.
639 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.