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Stiles Financial Services’s Royal Bank of Canada RY Stock Holding History

Stiles Financial Services’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 		$217K Buy
1,342
+5
+0.4% +$837 0.07% 167
2025
Q4 		$228K Sell
1,337
-492
-27% -$75.6K 0.07% 163
2025
Q3 		$269K Sell
1,829
-278
-13% -$38.3K 0.09% 158
2025
Q2 		$277K Buy
2,107
+10
+0.5% +$1.22K 0.1% 151
2025
Q1 		$236K Buy
2,097
+12
+0.6% +$1.41K 0.09% 158
2024
Q4 		$251K Buy
2,085
+10
+0.5% +$1.23K 0.09% 161
2024
Q3 		$259K Buy
2,075
+12
+0.6% +$1.38K 0.09% 164
2024
Q2 		$219K Sell
2,063
-53
-3% -$5.45K 0.08% 172
2024
Q1 		$213K Sell
2,116
-256
-11% -$25.3K 0.09% 170
2023
Q4 		$240K Sell
2,372
-772
-25% -$68K 0.11% 153
2023
Q3 		$275K Buy
3,144
+24
+0.8% +$2.23K 0.14% 138
2023
Q2 		$298K Sell
3,120
-111
-3% -$10.6K 0.15% 145
2023
Q1 		$309K Buy
3,231
+19
+0.6% +$1.88K 0.17% 139
2022
Q4 		$302K Sell
3,212
-302
-9% -$28.5K 0.17% 133
2022
Q3 		$316K Buy
3,514
+23
+0.7% +$2.21K 0.19% 123
2022
Q2 		$338K Buy
3,491
+21
+0.6% +$2.15K 0.2% 118
2022
Q1 		$383K Buy
3,470
+1,069
+45% +$120K 0.19% 122
2021
Q4 		$255K Buy
+2,401
New +$249K 0.12% 157

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 $123B AUM 34.51% 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 $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stiles Financial Services's RY Position: Q1 2026 in Review

Stiles Financial Services increased its Royal Bank of Canada (RY) stake by 0.37% in Q1 2026, buying an estimated $837 and bringing the position to 1,342 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #167.

Stiles Financial Services first reported a position in RY in Q4 2021 and has held it in 18 quarters since. The position peaked at $383K in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Stiles Financial Services held 1,342 shares of Royal Bank of Canada worth $217K as of Q1 2026.
  • Stiles Financial Services bought 5 Royal Bank of Canada shares in Q1 2026, an estimated $837.
  • Royal Bank of Canada made up 0.07% of Stiles Financial Services's portfolio in Q1 2026, its #167 holding.
  • Stiles Financial Services first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Royal Bank of Canada position peaked at $383K in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.