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Tompkins Financial’s Royal Bank of Canada RY Stock Holding History

Tompkins Financial’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
Q3 		$472K Hold
2,400
– – 0.03% 135
2026
Q2 		$497K Hold
2,400
– – 0.03% 133
2026
Q1 		$388K Hold
2,400
– – 0.03% 140
2025
Q4 		$409K Hold
2,400
– – 0.03% 140
2025
Q3 		$354K Hold
2,400
– – 0.03% 149
2025
Q2 		$316K Hold
2,400
– – 0.03% 148
2025
Q1 		$271K Hold
2,400
– – 0.03% 161
2024
Q4 		$289K Hold
2,400
– – 0.03% 151
2024
Q3 		$299K Hold
2,400
– – 0.03% 154
2024
Q2 		$255K Hold
2,400
– – 0.03% 171
2024
Q1 		$242K Hold
2,400
– – 0.03% 179
2023
Q4 		$243K Hold
2,400
– – 0.03% 175
2023
Q3 		$210K Hold
2,400
– – 0.03% 165
2023
Q2 		$229K Hold
2,400
– – 0.04% 164
2023
Q1 		$229K Hold
2,400
– – 0.04% 163
2022
Q4 		$226K Hold
2,400
– – 0.04% 160
2022
Q3 		$216K Hold
2,400
– – 0.04% 162
2022
Q2 		$232K Hold
2,400
– – 0.04% 166
2022
Q1 		$265K Buy
+2,400
New +$269K 0.04% 168
2016
Q3 		– Sell
-136
Closed -$8K – 471
2016
Q2 		$8K Hold
136
– – ﹤0.01% 416
2016
Q1 		$8K Buy
136
+46
+51% +$2.38K ﹤0.01% 411
2015
Q4 		$5K Buy
+90
New +$5.05K ﹤0.01% 464
2014
Q1 		– Sell
-96
Closed -$6K – 539
2013
Q4 		$6K Buy
+96
New +$6.37K ﹤0.01% 451

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Tompkins Financial's RY Position: Q3 2026 in Review

Tompkins Financial held its Royal Bank of Canada (RY) position steady in Q3 2026 at 2,400 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #135.

Tompkins Financial first reported a position in RY in Q4 2013 and has held it in 23 quarters since. The position peaked at $497K in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Tompkins Financial held 2,400 shares of Royal Bank of Canada worth $472K as of Q3 2026.
  • Tompkins Financial left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.03% of Tompkins Financial's portfolio in Q3 2026, its #135 holding.
  • Tompkins Financial first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 23 quarters since.
  • Tompkins Financial's Royal Bank of Canada position peaked at $497K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.