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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
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
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
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