Swan Capital’s Royal Bank of Canada RY Stock Holding History

Swan Capital’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 Q3	–	Sell	-12	Closed	-$1.58K	–	539
2025 Q2	$1.58K	Buy	+12	New	+$1.47K	﹤0.01%	344

Other funds holding RY

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

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

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Swan Capital's RY Position: Q3 2025 in Review

Swan Capital sold out of Royal Bank of Canada (RY) in Q3 2025, closing a stake of 12 shares — an estimated $1.58K sold.

Swan Capital first reported a position in RY in Q2 2025 and held it in 1 quarter. The position peaked at $1.58K in Q2 2025. 833 funds tracked by Wall St. Rank hold RY as of Q3 2025.

Swan Capital reported no remaining Royal Bank of Canada position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 12 Royal Bank of Canada shares in Q3 2025, an estimated $1.58K.
Swan Capital first reported a position in Royal Bank of Canada in Q2 2025 and held it in 1 quarter.
Swan Capital's Royal Bank of Canada position peaked at $1.58K in Q2 2025.
833 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.