WealthTrak Capital Management’s Royal Bank of Canada RY Stock Holding History

WealthTrak Capital 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
2025 Q2	–	Sell	-235	Closed	-$26.5K	–	1055
2025 Q1	$26.5K	Hold	235	–	–	0.02%	132
2024 Q4	$28.3K	Buy	+235	New	+$29K	0.02%	121

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

WealthTrak Capital Management's RY Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Royal Bank of Canada (RY) in Q2 2025, closing a stake of 235 shares — an estimated $26.5K sold.

WealthTrak Capital Management first reported a position in RY in Q4 2024 and held it in 2 quarters. The position peaked at $28.3K in Q4 2024. 801 funds tracked by Wall St. Rank hold RY as of Q2 2025.

WealthTrak Capital Management reported no remaining Royal Bank of Canada position as of Q2 2025 after selling out during the quarter.
WealthTrak Capital Management sold 235 Royal Bank of Canada shares in Q2 2025, an estimated $26.5K.
WealthTrak Capital Management first reported a position in Royal Bank of Canada in Q4 2024 and held it in 2 quarters.
WealthTrak Capital Management's Royal Bank of Canada position peaked at $28.3K in Q4 2024.
801 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.