WP
RY icon

WealthShield Partners’s Royal Bank of Canada RY Stock Holding History

WealthShield Partners’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 		$253K Hold
1,565
– – 0.03% 311
2025
Q4 		$267K Buy
1,565
+1
+0.1% +$154 0.03% 301
2025
Q3 		$230K Hold
1,564
– – 0.03% 309
2025
Q2 		$206K Buy
+1,564
New +$191K 0.02% 322
2025
Q1 		– Sell
-1,809
Closed -$218K – 549
2024
Q4 		$218K Buy
1,809
+15
+0.8% +$1.85K 0.03% 270
2024
Q3 		$224K Buy
+1,794
New +$206K 0.03% 280
2024
Q2 		– Sell
-2,408
Closed -$243K – 484
2024
Q1 		$243K Sell
2,408
-100
-4% -$9.87K 0.04% 249
2023
Q4 		$254K Hold
2,508
– – 0.04% 251
2023
Q3 		$219K Buy
+2,508
New +$233K 0.03% 281
2022
Q2 		– Sell
-1,859
Closed -$205K – 327
2022
Q1 		$205K Sell
1,859
-612
-25% -$68.6K 0.03% 315
2021
Q4 		$263K Sell
2,471
-3
-0.1% -$311 0.04% 246
2021
Q3 		$245K Sell
2,474
-148
-6% -$15.1K 0.07% 207
2021
Q2 		$266K Sell
2,622
-696
-21% -$69K 0.04% 222
2021
Q1 		$306K Buy
3,318
+31
+0.9% +$2.7K 0.06% 205
2020
Q4 		$270K Buy
3,287
+103
+3% +$7.97K 0.05% 246
2020
Q3 		$223K Buy
3,184
+5
+0.2% +$359 0.08% 231
2020
Q2 		$216K Buy
+3,179
New +$202K 0.1% 190
2020
Q1 		– Sell
-3,168
Closed -$250K – 297
2019
Q4 		$250K Hold
3,168
– – 0.12% 158
2019
Q3 		$257K Hold
3,168
– – 0.14% 143
2019
Q2 		$251K Sell
3,168
-1,286
-29% -$101K 0.15% 130
2019
Q1 		$336K Sell
4,454
-395
-8% -$29.9K 0.19% 96
2018
Q4 		$332K Buy
+4,849
New +$354K 0.23% 83

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

WealthShield Partners's RY Position: Q1 2026 in Review

WealthShield Partners held its Royal Bank of Canada (RY) position steady in Q1 2026 at 1,565 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #311.

WealthShield Partners first reported a position in RY in Q4 2018 and has held it in 22 quarters since. The position peaked at $336K in Q1 2019. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • WealthShield Partners held 1,565 shares of Royal Bank of Canada worth $253K as of Q1 2026.
  • WealthShield Partners left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #311 holding.
  • WealthShield Partners first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 22 quarters since.
  • WealthShield Partners's Royal Bank of Canada position peaked at $336K in Q1 2019.
  • 940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.