West Oak Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Hold |
2,248
| – | – | 0.13% | 93 |
|
|
2025
Q2 | $296K | Hold |
2,248
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $253K | Hold |
2,248
| – | – | 0.1% | 106 |
|
|
2024
Q4 | $271K | Hold |
2,248
| – | – | 0.1% | 103 |
|
|
2024
Q3 | $280K | Hold |
2,248
| – | – | 0.05% | 104 |
|
|
2024
Q2 | $239K | Hold |
2,248
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $227K | Sell |
2,248
-63
| -3% | -$6.22K | 0.1% | 118 |
|
|
2023
Q4 | $228K | Hold |
2,311
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $202K | Hold |
2,311
| – | – | 0.1% | 116 |
|
|
2023
Q2 | $221K | Hold |
2,311
| – | – | 0.11% | 115 |
|
|
2023
Q1 | $221K | Buy |
+2,311
| New | +$229K | 0.11% | 115 |
|
|
2022
Q4 | – | Sell |
-2,336
| Closed | -$210K | – | 321 |
|
|
2022
Q3 | $210K | Hold |
2,336
| – | – | 0.11% | 113 |
|
|
2022
Q2 | $226K | Hold |
2,336
| – | – | 0.12% | 113 |
|
|
2022
Q1 | $258K | Sell |
2,336
-10
| -0.4% | -$1.12K | 0.12% | 119 |
|
|
2021
Q4 | $249K | Hold |
2,346
| – | – | 0.09% | 121 |
|
|
2021
Q3 | $233K | Sell |
2,346
-20
| -0.8% | -$2.04K | 0.09% | 118 |
|
|
2021
Q2 | $240K | Sell |
2,366
-78
| -3% | -$7.73K | 0.09% | 117 |
|
|
2021
Q1 | $225K | Hold |
2,444
| – | – | 0.1% | 118 |
|
|
2020
Q4 | $201K | Hold |
2,444
| – | – | 0.09% | 120 |
|
|
2020
Q3 | $171K | Sell |
2,444
-20
| -0.8% | -$1.44K | 0.09% | 115 |
|
|
2020
Q2 | $167K | Hold |
2,464
| – | – | 0.1% | 113 |
|
|
2020
Q1 | $152K | Hold |
2,464
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $195K | Buy |
2,464
+2
| +0.1% | +$161 | 0.11% | 115 |
|
|
2019
Q3 | $200K | Buy |
2,462
+1
| +0% | +$78 | 0.12% | 112 |
|
|
2019
Q2 | $195K | Hold |
2,461
| – | – | 0.12% | 112 |
|
|
2019
Q1 | $186K | Hold |
2,461
| – | – | 0.12% | 112 |
|
|
2018
Q4 | $169K | Hold |
2,461
| – | – | 0.12% | 113 |
|
|
2018
Q3 | $197K | Hold |
2,461
| – | – | 0.11% | 112 |
|
|
2018
Q2 | $185K | Hold |
2,461
| – | – | 0.11% | 114 |
|
|
2018
Q1 | $190K | Hold |
2,461
| – | – | 0.11% | 116 |
|
|
2017
Q4 | $201K | Hold |
2,461
| – | – | 0.12% | 112 |
|
|
2017
Q3 | $190K | Hold |
2,461
| – | – | 0.11% | 118 |
|
|
2017
Q2 | $178K | Hold |
2,461
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $179K | Sell |
2,461
-57
| -2% | -$4.13K | 0.11% | 123 |
|
|
2016
Q4 | $170K | Hold |
2,518
| – | – | 0.11% | 124 |
|
|
2016
Q3 | $156K | Hold |
2,518
| – | – | 0.11% | 125 |
|
|
2016
Q2 | $149K | Hold |
2,518
| – | – | 0.11% | 117 |
|
|
2016
Q1 | $145K | Hold |
2,518
| – | – | 0.11% | 114 |
|
|
2015
Q4 | $135K | Buy |
+2,518
| New | +$141K | 0.1% | 116 |
|
|
2015
Q2 | – | Sell |
-470
| Closed | -$28.4K | – | 317 |
|
|
2015
Q1 | $28.4K | Hold |
470
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $32.5K | Buy |
+470
| New | +$33.2K | 0.02% | 176 |
|
Other funds holding RY
West Oak Capital's RY Position: Q3 2025 in Review
West Oak Capital held its Royal Bank of Canada (RY) position steady in Q3 2025 at 2,248 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #93.
West Oak Capital first reported a position in RY in Q4 2014 and has held it in 41 quarters since. 832 funds tracked by Wall St. Rank hold RY as of Q3 2025.
- West Oak Capital held 2,248 shares of Royal Bank of Canada worth $331K as of Q3 2025.
- West Oak Capital left its Royal Bank of Canada share count unchanged in Q3 2025.
- Royal Bank of Canada made up 0.13% of West Oak Capital's portfolio in Q3 2025, its #93 holding.
- West Oak Capital first reported a position in Royal Bank of Canada in Q4 2014 and has held it in 41 quarters since.
- 832 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.