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Venturi Wealth Management’s Royal Bank of Canada RY Stock Holding History

Venturi Wealth Management’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 		$1.12M Buy
6,943
+562
+9% +$94K 0.05% 187
2025
Q4 		$1.09M Buy
6,381
+4,643
+267% +$713K 0.05% 185
2025
Q3 		$256K Buy
+1,738
New +$240K 0.01% 478
2025
Q1 		– Sell
-194
Closed -$23.4K – 1567
2024
Q4 		$23.4K Buy
194
+59
+44% +$7.28K ﹤0.01% 1225
2024
Q3 		$16.8K Buy
135
+103
+322% +$11.8K ﹤0.01% 1063
2024
Q2 		$3.4K Buy
+32
New +$3.29K ﹤0.01% 1295
2022
Q3 		– Sell
-3,300
Closed -$320K – 337
2022
Q2 		$320K Hold
3,300
– – 0.03% 264
2022
Q1 		$364K Sell
3,300
-1,300
-28% -$146K 0.03% 268
2021
Q4 		$488K Hold
4,600
– – 0.04% 254
2021
Q3 		$458K Buy
+4,600
New +$469K 0.04% 244

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's RY Position: Q1 2026 in Review

Venturi Wealth Management increased its Royal Bank of Canada (RY) stake by 8.8% in Q1 2026, buying an estimated $94K and bringing the position to 6,943 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #187.

Venturi Wealth Management first reported a position in RY in Q3 2021 and has held it in 10 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Venturi Wealth Management held 6,943 shares of Royal Bank of Canada worth $1.12M as of Q1 2026.
  • Venturi Wealth Management bought 562 Royal Bank of Canada shares in Q1 2026, an estimated $94K.
  • Royal Bank of Canada made up 0.05% of Venturi Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Venturi Wealth Management first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 10 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.