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
2021 Q4	–	Sell	-248	Closed	-$2.47M	–	916
2021 Q3	$2.47M	Buy	+248	New	+$25.3K	0.19%	124
2015 Q1	–	Sell	-140	Closed	-$2K	–	602
2014 Q4	$2K	Buy	+140	New	+$9.9K	﹤0.01%	535

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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. 765 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.
765 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.