Sunbelt Securities’s Royal Bank of Canada RY Stock Holding History

Sunbelt Securities’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 Q1	$90.2K	Sell	558 -198	-26%	-$33.1K	0.01%	874
2025 Q4	$129K	Buy	756 +191	+34%	+$29.3K	0.01%	759
2025 Q3	$83.3K	Buy	565 +554	+5,036%	+$76.4K	0.01%	874
2025 Q2	$1.33K	Sell	11 -250	-96%	-$30.6K	﹤0.01%	1637
2025 Q1	$29.4K	Buy	261 +250	+2,273%	+$29.4K	﹤0.01%	1028
2024 Q4	$1.33K	Hold	11	–	–	﹤0.01%	1641
2024 Q3	$1.37K	Hold	11	–	–	﹤0.01%	1650
2024 Q2	$1.17K	Hold	11	–	–	﹤0.01%	1598
2024 Q1	$1.11K	Hold	11	–	–	﹤0.01%	1569
2023 Q4	$1.11K	Hold	11	–	–	﹤0.01%	1529
2023 Q3	$962	Hold	11	–	–	﹤0.01%	1595
2023 Q2	$1.05K	Hold	11	–	–	﹤0.01%	1519
2023 Q1	$1.04K	Buy	+11	New	+$1.09K	﹤0.01%	1488
2020 Q1	–	Sell	-11,804	Closed	-$935K	–	599
2019 Q4	$935K	Sell	11,804 -228	-2%	-$18.4K	0.1%	209
2019 Q3	$977K	Buy	+12,032	New	+$939K	0.11%	189

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's RY Position: Q1 2026 in Review

Sunbelt Securities reduced its Royal Bank of Canada (RY) stake by 26% in Q1 2026, selling an estimated $33.1K and leaving 558 shares worth $90.2K. The position accounts for 0.01% of the portfolio, ranked #874.

Sunbelt Securities first reported a position in RY in Q3 2019 and has held it in 15 quarters since. The position peaked at $977K in Q3 2019. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Sunbelt Securities held 558 shares of Royal Bank of Canada worth $90.2K as of Q1 2026.
Sunbelt Securities sold 198 Royal Bank of Canada shares in Q1 2026, an estimated $33.1K.
Royal Bank of Canada made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #874 holding.
Sunbelt Securities first reported a position in Royal Bank of Canada in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Royal Bank of Canada position peaked at $977K in Q3 2019.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.