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Wambolt & Associates’s Royal Bank of Canada RY Stock Holding History

Wambolt & Associates’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
Q2 		$2.63M Sell
19,868
-1,581
-7% -$193K 0.88% 36
2025
Q1 		$2.44M Sell
21,449
-475
-2% -$55.9K 0.83% 39
2024
Q4 		$2.64M Sell
21,924
-2,336
-10% -$288K 0.85% 36
2024
Q3 		$3M Buy
24,260
+27
+0.1% +$3.1K 0.82% 38
2024
Q2 		$2.57M Buy
24,233
+411
+2% +$42.3K 0.75% 43
2024
Q1 		$2.39M Sell
23,822
-1,016
-4% -$100K 0.71% 46
2023
Q4 		$2.51M Sell
24,838
-70
-0.3% -$6.17K 0.82% 30
2023
Q3 		$2.11M Buy
24,908
+978
+4% +$91K 0.77% 34
2023
Q2 		$2.29M Buy
23,930
+2
+0% +$191 0.81% 27
2023
Q1 		$2.33M Buy
23,928
+647
+3% +$64.1K 0.83% 29
2022
Q4 		$2.19M Buy
23,281
+469
+2% +$44.3K 0.84% 29
2022
Q3 		$2.05M Buy
22,812
+396
+2% +$38K 0.87% 28
2022
Q2 		$2.17M Buy
22,416
+975
+5% +$99.7K 0.87% 25
2022
Q1 		$2.35M Buy
21,441
+885
+4% +$99.2K 0.86% 25
2021
Q4 		$2.18M Buy
20,556
+1,368
+7% +$142K 0.79% 35
2021
Q3 		$1.92M Buy
19,188
+1,563
+9% +$159K 0.77% 37
2021
Q2 		$1.8M Buy
17,625
+3,321
+23% +$329K 0.76% 35
2021
Q1 		$1.32M Buy
14,304
+5,246
+58% +$457K 0.69% 48
2020
Q4 		$743K Buy
9,058
+1,748
+24% +$135K 0.44% 81
2020
Q3 		$513K Sell
7,310
-444
-6% -$31.9K 0.38% 91
2020
Q2 		$526K Buy
7,754
+674
+10% +$42.9K 0.41% 82
2020
Q1 		$436K Buy
7,080
+388
+6% +$28.8K 0.45% 72
2019
Q4 		$530K Buy
6,692
+1,328
+25% +$107K 0.4% 82
2019
Q3 		$435K Sell
5,364
-51
-0.9% -$3.98K 0.36% 96
2019
Q2 		$430K Buy
5,415
+1,392
+35% +$109K 0.36% 90
2019
Q1 		$311K Buy
4,023
+881
+28% +$66.6K 0.28% 116
2018
Q4 		$215K Buy
+3,142
New +$229K 0.24% 128

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $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
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 $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wambolt & Associates's RY Position: Q2 2025 in Review

Wambolt & Associates reduced its Royal Bank of Canada (RY) stake by 7.4% in Q2 2025, selling an estimated $193K and leaving 19,868 shares worth $2.63M. The position accounts for 0.88% of the portfolio, ranked #36.

Wambolt & Associates first reported a position in RY in Q4 2018 and has held it in 27 quarters since. The position peaked at $3M in Q3 2024. 800 funds tracked by Wall St. Rank hold RY as of Q2 2025.

  • Wambolt & Associates held 19,868 shares of Royal Bank of Canada worth $2.63M as of Q2 2025.
  • Wambolt & Associates sold 1,581 Royal Bank of Canada shares in Q2 2025, an estimated $193K.
  • Royal Bank of Canada made up 0.88% of Wambolt & Associates's portfolio in Q2 2025, its #36 holding.
  • Wambolt & Associates first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Royal Bank of Canada position peaked at $3M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.