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	–	1093
2024 Q4	$1.21K	Buy	+10	New	+$1.23K	﹤0.01%	549
2023 Q2	–	Sell	-100	Closed	-$10K	–	1079
2023 Q1	$10K	Buy	+100	New	+$9.91K	﹤0.01%	688
2022 Q1	–	Sell	-6,700	Closed	-$711K	–	1378
2021 Q4	$711K	Sell	6,700 -43,700	-87%	-$4.54M	0.06%	298
2021 Q3	$5.01M	Buy	+50,400	New	+$5.14M	1.11%	63
2015 Q1	–	Sell	-12,600	Closed	-$870K	–	608
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	–	554
2013 Q4	$625K	Buy	+9,300	New	+$617K	0.11%	92

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return