Western Wealth Management’s Royal Bank of Canada RY Stock Holding History

Western Wealth 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
2026 Q1	$331K	Buy	2,046 +294	+17%	+$49.2K	0.01%	764
2025 Q4	$299K	Sell	1,752 -2	-0.1%	-$307	0.01%	660
2025 Q3	$258K	Buy	+1,754	New	+$242K	0.01%	645
2024 Q1	–	Sell	-12,977	Closed	-$1.31M	–	708
2023 Q4	$1.31M	Sell	12,977 -373	-3%	-$32.9K	0.09%	224
2023 Q3	$1.17M	Buy	13,350 +1,244	+10%	+$116K	0.1%	218
2023 Q2	$1.16M	Buy	12,106 +1,501	+14%	+$143K	0.1%	214
2023 Q1	$1.01M	Buy	10,605 +319	+3%	+$31.6K	0.09%	230
2022 Q4	$967K	Sell	10,286 -826	-7%	-$78K	0.1%	226
2022 Q3	$1.02M	Buy	11,112 +2,274	+26%	+$218K	0.06%	301
2022 Q2	$870K	Buy	8,838 +425	+5%	+$43.5K	0.05%	335
2022 Q1	$928K	Buy	+8,413	New	+$943K	0.05%	348
2021 Q2	$874K	Buy	+8,647	New	+$857K	0.09%	239

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's RY Position: Q1 2026 in Review

Western Wealth Management increased its Royal Bank of Canada (RY) stake by 17% in Q1 2026, buying an estimated $49.2K and bringing the position to 2,046 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #764.

Western Wealth Management first reported a position in RY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2023. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Western Wealth Management held 2,046 shares of Royal Bank of Canada worth $331K as of Q1 2026.
Western Wealth Management bought 294 Royal Bank of Canada shares in Q1 2026, an estimated $49.2K.
Royal Bank of Canada made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #764 holding.
Western Wealth Management first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 12 quarters since.
Western Wealth Management's Royal Bank of Canada position peaked at $1.31M in Q4 2023.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.