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Wedmont Private Capital’s Royal Bank of Canada RY Stock Holding History

Wedmont Private Capital’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
Q3 		$753K Buy
3,949
+71
+2% +$14.8K 0.02% 470
2026
Q2 		$819K Sell
3,878
-525
-12% -$97.4K 0.02% 402
2026
Q1 		$746K Sell
4,403
-92
-2% -$15.4K 0.02% 383
2025
Q4 		$760K Buy
4,495
+21
+0.5% +$3.23K 0.03% 355
2025
Q3 		$653K Hold
4,474
– – 0.02% 377
2025
Q2 		$592K Buy
4,474
+70
+2% +$8.56K 0.03% 383
2025
Q1 		$499K Sell
4,404
-504
-10% -$59.3K 0.03% 383
2024
Q4 		$581K Hold
4,908
– – 0.03% 329
2024
Q3 		$598K Hold
4,908
– – 0.03% 311
2024
Q2 		$546K Hold
4,908
– – 0.03% 321
2024
Q1 		$504K Hold
4,908
– – 0.04% 318
2023
Q4 		$497K Buy
4,908
+480
+11% +$42.3K 0.04% 310
2023
Q3 		$372K Buy
4,428
+478
+12% +$44.5K 0.04% 323
2023
Q2 		$383K Hold
3,950
– – 0.04% 320
2023
Q1 		$384K Hold
3,950
– – 0.05% 272
2022
Q4 		$383K Buy
3,950
+47
+1% +$4.44K 0.06% 272
2022
Q3 		$351K Hold
3,903
– – 0.07% 219
2022
Q2 		$378K Buy
3,903
+497
+15% +$50.8K 0.08% 181
2022
Q1 		$377K Hold
3,406
– – 0.08% 186
2021
Q4 		$396K Buy
+3,406
New +$354K 0.12% 136

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wedmont Private Capital's RY Position: Q3 2026 in Review

Wedmont Private Capital increased its Royal Bank of Canada (RY) stake by 1.8% in Q3 2026, buying an estimated $14.8K and bringing the position to 3,949 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #470.

Wedmont Private Capital first reported a position in RY in Q4 2021 and has held it in 20 quarters since. The position peaked at $819K in Q2 2026. 38 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Wedmont Private Capital held 3,949 shares of Royal Bank of Canada worth $753K as of Q3 2026.
  • Wedmont Private Capital bought 71 Royal Bank of Canada shares in Q3 2026, an estimated $14.8K.
  • Royal Bank of Canada made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #470 holding.
  • Wedmont Private Capital first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Royal Bank of Canada position peaked at $819K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.