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
2026 Q3	$1.97M	Buy	+10,000	New	+$2.08M	0.19%	72
2025 Q1	–	Sell	-10	Closed	-$1.2K	–	1060
2024 Q4	$1.2K	Buy	+10	New	+$1.23K	﹤0.01%	549
2023 Q2	–	Sell	-100	Closed	-$10K	–	1062
2023 Q1	$10K	Buy	+100	New	+$9.9K	﹤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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Summit Securities Group's RY Position: Q3 2026 in Review

Summit Securities Group opened a new position in Royal Bank of Canada (RY) in Q3 2026: 10,000 shares worth $1.97M. The stake represents 0.19% of the portfolio and ranks #72 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in RY as recently as Q4 2024.

Summit Securities Group first reported a position in RY in Q4 2013 and has held it in 9 quarters since. The position peaked at $5.01M in Q3 2021. 538 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Summit Securities Group held 10,000 shares of Royal Bank of Canada worth $1.97M as of Q3 2026.
Royal Bank of Canada was a new Summit Securities Group position in Q3 2026.
Royal Bank of Canada made up 0.19% of Summit Securities Group's portfolio in Q3 2026, its #72 holding.
Summit Securities Group first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 9 quarters since.
Summit Securities Group's Royal Bank of Canada position peaked at $5.01M in Q3 2021.
538 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.