Southeast Asset Advisors’s Royal Bank of Canada RY Stock Holding History

Southeast Asset Advisors’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	$324K	Hold	2,000	–	–	0.04%	168
2025 Q4	$341K	Hold	2,000	–	–	0.03%	169
2025 Q3	$295K	Hold	2,000	–	–	0.03%	178
2025 Q2	$263K	Hold	2,000	–	–	0.03%	169
2025 Q1	$225K	Buy	+2,000	New	+$236K	0.03%	171

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

Southeast Asset Advisors's RY Position: Q1 2026 in Review

Southeast Asset Advisors held its Royal Bank of Canada (RY) position steady in Q1 2026 at 2,000 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #168.

Southeast Asset Advisors first reported a position in RY in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q4 2025. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Southeast Asset Advisors held 2,000 shares of Royal Bank of Canada worth $324K as of Q1 2026.
Southeast Asset Advisors left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.04% of Southeast Asset Advisors's portfolio in Q1 2026, its #168 holding.
Southeast Asset Advisors first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 5 quarters since.
Southeast Asset Advisors's Royal Bank of Canada position peaked at $341K in Q4 2025.
940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.