Summit Asset Management’s Royal Bank of Canada RY Stock Holding History

Summit Asset 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 Q2	$801K	Hold	3,872	–	–	0.1%	89
2026 Q1	$626K	Hold	3,872	–	–	0.09%	92
2025 Q4	$660K	Hold	3,872	–	–	0.09%	92
2025 Q3	$570K	Hold	3,872	–	–	0.09%	97
2025 Q2	$509K	Buy	3,872 +27	+0.7%	+$3.3K	0.08%	102
2025 Q1	$433K	Hold	3,845	–	–	0.08%	107
2024 Q4	$463K	Hold	3,845	–	–	0.08%	102
2024 Q3	$480K	Hold	3,845	–	–	0.09%	98
2024 Q2	$409K	Hold	3,845	–	–	0.08%	104
2024 Q1	$388K	Hold	3,845	–	–	0.08%	108
2023 Q4	$389K	Hold	3,845	–	–	0.09%	104
2023 Q3	$336K	Hold	3,845	–	–	0.09%	110
2023 Q2	$367K	Hold	3,845	–	–	0.1%	108
2023 Q1	$368K	Hold	3,845	–	–	0.1%	103
2022 Q4	$362K	Hold	3,845	–	–	0.1%	108
2022 Q3	$346K	Hold	3,845	–	–	0.11%	100
2022 Q2	$372K	Hold	3,845	–	–	0.12%	104
2022 Q1	$424K	Hold	3,845	–	–	0.12%	99
2021 Q4	$408K	Hold	3,845	–	–	0.12%	103
2021 Q3	$383K	Hold	3,845	–	–	0.12%	102
2021 Q2	$390K	Hold	3,845	–	–	0.12%	100
2021 Q1	$355K	Hold	3,845	–	–	0.12%	105
2020 Q4	$316K	Sell	3,845 -73	-2%	-$5.65K	0.12%	103
2020 Q3	$275K	Buy	+3,918	New	+$282K	0.11%	102
2018 Q2	–	Sell	-5,879	Closed	-$454K	–	114
2018 Q1	$454K	Buy	5,879 +105	+2%	+$8.52K	0.22%	60
2017 Q4	$471K	Sell	5,774 -63	-1%	-$5K	0.23%	62
2017 Q3	$451K	Hold	5,837	–	–	0.23%	63
2017 Q2	$423K	Hold	5,837	–	–	0.22%	64
2017 Q1	$426K	Hold	5,837	–	–	0.25%	59
2016 Q4	$395K	Sell	5,837 -102	-2%	-$6.61K	0.25%	61
2016 Q3	$368K	Hold	5,939	–	–	0.23%	63
2016 Q2	$351K	Hold	5,939	–	–	0.22%	63
2016 Q1	$342K	Hold	5,939	–	–	0.22%	63
2015 Q4	$318K	Sell	5,939 -92	-2%	-$5.16K	0.22%	67
2015 Q3	$333K	Hold	6,031	–	–	0.24%	64
2015 Q2	$369K	Hold	6,031	–	–	0.25%	64
2015 Q1	$364K	Hold	6,031	–	–	0.25%	60
2014 Q4	$417K	Sell	6,031 -60	-1%	-$4.24K	0.3%	53
2014 Q3	$435K	Hold	6,091	–	–	0.33%	50
2014 Q2	$435K	Hold	6,091	–	–	0.33%	45
2014 Q1	$402K	Hold	6,091	–	–	0.32%	48
2013 Q4	$409K	Sell	6,091 -80	-1%	-$5.3K	0.32%	46
2013 Q3	$396K	Hold	6,171	–	–	0.35%	46
2013 Q2	$360K	Buy	+6,171	New	+$368K	0.35%	44

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Summit Asset Management's RY Position: Q2 2026 in Review

Summit Asset Management held its Royal Bank of Canada (RY) position steady in Q2 2026 at 3,872 shares worth $801K. The position accounts for 0.1% of the portfolio, ranked #89.

Summit Asset Management first reported a position in RY in Q2 2013 and has held it in 44 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Summit Asset Management held 3,872 shares of Royal Bank of Canada worth $801K as of Q2 2026.
Summit Asset Management left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.1% of Summit Asset Management's portfolio in Q2 2026, its #89 holding.
Summit Asset Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 44 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.