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Strategic Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Strategic Wealth Partners’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 		$83.8K Hold
518
– – 0.01% 419
2025
Q4 		$88.3K Hold
518
– – 0.01% 423
2025
Q3 		$76.3K Buy
518
+68
+15% +$9.37K 0.01% 480
2025
Q2 		$59.2K Buy
+450
New +$55K ﹤0.01% 466

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

Strategic Wealth Partners's RY Position: Q1 2026 in Review

Strategic Wealth Partners held its Royal Bank of Canada (RY) position steady in Q1 2026 at 518 shares worth $83.8K. The position accounts for 0.01% of the portfolio, ranked #419.

Strategic Wealth Partners first reported a position in RY in Q2 2025 and has held it in 4 quarters since. The position peaked at $88.3K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Strategic Wealth Partners held 518 shares of Royal Bank of Canada worth $83.8K as of Q1 2026.
  • Strategic Wealth Partners left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #419 holding.
  • Strategic Wealth Partners first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Royal Bank of Canada position peaked at $88.3K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.