SVB Wealth’s Royal Bank of Canada RY Stock Holding History

SVB Wealth’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	-2,295	Closed	-$277K	–	1738
2024 Q4	$277K	Buy	+2,295	New	+$283K	0.01%	586
2024 Q3	–	Sell	-2,235	Closed	-$238K	–	486
2024 Q2	$238K	Buy	2,235 +237	+12%	+$24.4K	0.01%	628
2024 Q1	$202K	Sell	1,998 -576	-22%	-$56.8K	﹤0.01%	762
2023 Q4	$260K	Buy	+2,574	New	+$227K	0.01%	680
2023 Q2	–	Sell	-3,442	Closed	-$329K	–	997
2023 Q1	$329K	Buy	3,442 +754	+28%	+$74.7K	﹤0.01%	682
2022 Q4	$253K	Sell	2,688 -516	-16%	-$48.7K	﹤0.01%	815
2022 Q3	$289K	Buy	3,204 +29	+0.9%	+$2.78K	﹤0.01%	707
2022 Q2	$307K	Buy	3,175 +496	+19%	+$50.7K	﹤0.01%	556
2022 Q1	$295K	Buy	2,679 +36	+1%	+$4.04K	﹤0.01%	590
2021 Q4	$280K	Sell	2,643 -4,458	-63%	-$463K	﹤0.01%	605
2021 Q3	$706K	Buy	7,101 +2,131	+43%	+$217K	0.01%	495
2021 Q2	$503K	Buy	4,970 +868	+21%	+$86K	0.01%	574
2021 Q1	$378K	Buy	4,102 +424	+12%	+$36.9K	0.01%	600
2020 Q4	$302K	Buy	3,678 +807	+28%	+$62.4K	﹤0.01%	620
2020 Q3	$201K	Buy	+2,871	New	+$206K	﹤0.01%	639

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

SVB Wealth's RY Position: Q1 2025 in Review

SVB Wealth sold out of Royal Bank of Canada (RY) in Q1 2025, closing a stake of 2,295 shares — an estimated $277K sold.

SVB Wealth first reported a position in RY in Q3 2020 and held it in 15 quarters. The position peaked at $706K in Q3 2021. 767 funds tracked by Wall St. Rank hold RY as of Q1 2025.

SVB Wealth reported no remaining Royal Bank of Canada position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 2,295 Royal Bank of Canada shares in Q1 2025, an estimated $277K.
SVB Wealth first reported a position in Royal Bank of Canada in Q3 2020 and held it in 15 quarters.
SVB Wealth's Royal Bank of Canada position peaked at $706K in Q3 2021.
767 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.