Waverly Advisors’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.29M | Hold |
14,158
| – | – | 0.02% | 617 |
|
|
2025
Q4 | $2.41M | Sell |
14,158
-764
| -5% | -$117K | 0.02% | 556 |
|
|
2025
Q3 | $2.2M | Buy |
14,922
+4
| +0% | +$551 | 0.02% | 495 |
|
|
2025
Q2 | $1.96M | Buy |
14,918
+357
| +2% | +$43.7K | 0.02% | 495 |
|
|
2025
Q1 | $1.64M | Buy |
14,561
+3,233
| +29% | +$381K | 0.02% | 516 |
|
|
2024
Q4 | $1.37M | Hold |
11,328
| – | – | 0.02% | 460 |
|
|
2024
Q3 | $1.41M | Sell |
11,328
-250
| -2% | -$28.7K | 0.03% | 389 |
|
|
2024
Q2 | $1.23M | Buy |
11,578
+3,047
| +36% | +$313K | 0.02% | 402 |
|
|
2024
Q1 | $861K | Sell |
8,531
-961
| -10% | -$94.8K | 0.02% | 394 |
|
|
2023
Q4 | $960K | Buy |
9,492
+300
| +3% | +$26.4K | 0.04% | 226 |
|
|
2023
Q3 | $804K | Hold |
9,192
| – | – | 0.04% | 217 |
|
|
2023
Q2 | $878K | Buy |
9,192
+5,000
| +119% | +$477K | 0.04% | 196 |
|
|
2023
Q1 | $401K | Hold |
4,192
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $394K | Hold |
4,192
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $377K | Sell |
4,192
-1,977
| -32% | -$190K | 0.03% | 179 |
|
|
2022
Q2 | $597K | Buy |
6,169
+51
| +0.8% | +$5.22K | 0.05% | 117 |
|
|
2022
Q1 | $675K | Hold |
6,118
| – | – | 0.06% | 103 |
|
|
2021
Q4 | $702K | Hold |
6,118
| – | – | 0.06% | 100 |
|
|
2021
Q3 | $647K | Hold |
6,118
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $641K | Sell |
6,118
-150
| -2% | -$14.9K | 0.06% | 97 |
|
|
2021
Q1 | $639K | Buy |
6,268
+961
| +18% | +$83.6K | 0.06% | 90 |
|
|
2020
Q4 | $442K | Hold |
5,307
| – | – | 0.05% | 101 |
|
|
2020
Q3 | $371K | Hold |
5,307
| – | – | 0.05% | 103 |
|
|
2020
Q2 | $392K | Hold |
5,307
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $327K | Buy |
5,307
+171
| +3% | +$12.7K | 0.06% | 97 |
|
|
2019
Q4 | $416K | Hold |
5,136
| – | – | 0.05% | 93 |
|
|
2019
Q3 | $417K | Buy |
+5,136
| New | +$401K | 0.06% | 88 |
|
|
2015
Q4 | – | Sell |
-1,031
| Closed | -$57K | – | 342 |
|
|
2015
Q3 | $57K | Hold |
1,031
| – | – | 0.04% | 119 |
|
|
2015
Q2 | $63K | Hold |
1,031
| – | – | 0.04% | 108 |
|
|
2015
Q1 | $62K | Hold |
1,031
| – | – | 0.03% | 104 |
|
|
2014
Q4 | $71K | Hold |
1,031
| – | – | 0.04% | 99 |
|
|
2014
Q3 | $74K | Hold |
1,031
| – | – | 0.04% | 172 |
|
|
2014
Q2 | $74K | Hold |
1,031
| – | – | 0.03% | 188 |
|
|
2014
Q1 | $68K | Sell |
1,031
-3,941
| -79% | -$255K | 0.03% | 189 |
|
|
2013
Q4 | $334K | Sell |
4,972
-220
| -4% | -$14.6K | 0.12% | 104 |
|
|
2013
Q3 | $333K | Hold |
5,192
| – | – | 0.17% | 62 |
|
|
2013
Q2 | $303K | Buy |
+5,192
| New | +$310K | 0.17% | 67 |
|
Other funds holding RY
VCM
Waverly Advisors's RY Position: Q1 2026 in Review
Waverly Advisors held its Royal Bank of Canada (RY) position steady in Q1 2026 at 14,158 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #617.
Waverly Advisors first reported a position in RY in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.41M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.
- Waverly Advisors held 14,158 shares of Royal Bank of Canada worth $2.29M as of Q1 2026.
- Waverly Advisors left its Royal Bank of Canada share count unchanged in Q1 2026.
- Royal Bank of Canada made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #617 holding.
- Waverly Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 37 quarters since.
- Waverly Advisors's Royal Bank of Canada position peaked at $2.41M in Q4 2025.
- 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.