Summit Securities Group’s Royal Bank of Canada RY Stock Holding History

Summit Securities Group’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
2025 Q1	–	Sell	-10	Closed	-$1.21K	–	1060
2024 Q4	$1.21K	Buy	+10	New	+$1.23K	﹤0.01%	549
2023 Q2	–	Sell	-100	Closed	-$10K	–	1062
2023 Q1	$10K	Buy	+100	New	+$9.91K	﹤0.01%	688
2022 Q1	–	Sell	-6,700	Closed	-$711K	–	1325
2021 Q4	$711K	Sell	6,700 -43,700	-87%	-$4.54M	0.03%	298
2021 Q3	$5.01M	Buy	+50,400	New	+$5.14M	0.39%	63
2015 Q1	–	Sell	-12,600	Closed	-$870K	–	601
2014 Q4	$870K	Sell	12,600 -2,200	-15%	-$156K	0.25%	73
2014 Q3	$1.06M	Buy	14,800 +14,500	+4,833%	+$1.07M	0.31%	67
2014 Q2	$21K	Buy	+300	New	+$20.3K	0.01%	358
2014 Q1	–	Sell	-9,300	Closed	-$625K	–	550
2013 Q4	$625K	Buy	+9,300	New	+$617K	0.11%	92

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Summit Securities Group's RY Position: Q1 2025 in Review

Summit Securities Group sold out of Royal Bank of Canada (RY) in Q1 2025, closing a stake of 10 shares — an estimated $1.21K sold.

Summit Securities Group first reported a position in RY in Q4 2013 and held it in 8 quarters. The position peaked at $5.01M in Q3 2021. 766 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Summit Securities Group reported no remaining Royal Bank of Canada position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 10 Royal Bank of Canada shares in Q1 2025, an estimated $1.21K.
Summit Securities Group first reported a position in Royal Bank of Canada in Q4 2013 and held it in 8 quarters.
Summit Securities Group's Royal Bank of Canada position peaked at $5.01M in Q3 2021.
766 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.