Summit Securities Group
RY icon

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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
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.