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West Family Investments’s Royal Bank of Canada RY Stock Holding History

West Family Investments’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
Q2 		$1.05M Buy
5,078
+87
+2% +$16.1K 0.3% 50
2026
Q1 		$807K Sell
4,991
-2,043
-29% -$342K 0.28% 65
2025
Q4 		$1.2M Hold
7,034
– – 0.28% 71
2025
Q3 		$1.04M Buy
7,034
+87
+1% +$12K 0.23% 89
2025
Q2 		$914K Buy
6,947
+1,741
+33% +$213K 0.24% 86
2025
Q1 		$587K Hold
5,206
– – 0.22% 88
2024
Q4 		$627K Sell
5,206
-87
-2% -$10.7K 0.22% 88
2024
Q3 		$660K Buy
5,293
+570
+12% +$65.4K 0.22% 90
2024
Q2 		$502K Buy
4,723
+79
+2% +$8.12K 0.15% 108
2024
Q1 		$468K Buy
4,644
+137
+3% +$13.5K 0.15% 115
2023
Q4 		$456K Buy
4,507
+346
+8% +$30.5K 0.15% 100
2023
Q3 		$364K Buy
4,161
+478
+13% +$44.5K 0.13% 126
2023
Q2 		$352K Buy
3,683
+729
+25% +$69.6K 0.14% 136
2023
Q1 		$282K Hold
2,954
– – 0.11% 138
2022
Q4 		$278K Buy
+2,954
New +$279K 0.09% 175
2022
Q3 		– Sell
-5,697
Closed -$552K – 248
2022
Q2 		$552K Sell
5,697
-406
-7% -$41.5K 0.22% 88
2022
Q1 		$673K Hold
6,103
– – 0.19% 81
2021
Q4 		$648K Sell
6,103
-673
-10% -$69.9K 0.18% 101
2021
Q3 		$674K Buy
6,776
+673
+11% +$68.6K 0.18% 107
2021
Q2 		$618K Buy
+6,103
New +$605K 0.17% 101

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

West Family Investments's RY Position: Q2 2026 in Review

West Family Investments increased its Royal Bank of Canada (RY) stake by 1.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 5,078 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #50.

West Family Investments first reported a position in RY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2025. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • West Family Investments held 5,078 shares of Royal Bank of Canada worth $1.05M as of Q2 2026.
  • West Family Investments bought 87 Royal Bank of Canada shares in Q2 2026, an estimated $16.1K.
  • Royal Bank of Canada made up 0.3% of West Family Investments's portfolio in Q2 2026, its #50 holding.
  • West Family Investments first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Royal Bank of Canada position peaked at $1.2M in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.