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Westover Capital Advisors’s Royal Bank of Canada RY Stock Holding History

Westover Capital Advisors’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 		$1.28M Sell
6,184
-85
-1% -$15.8K 0.21% 84
2026
Q1 		$1.01M Buy
6,269
+86
+1% +$14.4K 0.19% 93
2025
Q4 		$1.05M Sell
6,183
-30
-0.5% -$4.61K 0.19% 95
2025
Q3 		$915K Sell
6,213
-100
-2% -$13.8K 0.17% 105
2025
Q2 		$830K Sell
6,313
-90
-1% -$11K 0.17% 107
2025
Q1 		$722K Sell
6,403
-1
-0% -$118 0.16% 116
2024
Q4 		$772K Sell
6,404
-137
-2% -$16.9K 0.17% 113
2024
Q3 		$816K Sell
6,541
-343
-5% -$39.4K 0.16% 111
2024
Q2 		$732K Sell
6,884
-40
-0.6% -$4.11K 0.19% 103
2024
Q1 		$698K Buy
6,924
+1,860
+37% +$184K 0.2% 92
2023
Q4 		$512K Sell
5,064
-672
-12% -$59.2K 0.17% 101
2023
Q3 		$502K Sell
5,736
-724
-11% -$67.3K 0.18% 101
2023
Q2 		$617K Sell
6,460
-202
-3% -$19.3K 0.21% 90
2023
Q1 		$637K Sell
6,662
-89
-1% -$8.82K 0.24% 83
2022
Q4 		$635K Sell
6,751
-1,930
-22% -$182K 0.25% 83
2022
Q3 		$782K Sell
8,681
-480
-5% -$46K 0.3% 75
2022
Q2 		$887K Hold
9,161
– – 0.33% 70
2022
Q1 		$1.01M Buy
9,161
+1,720
+23% +$193K 0.32% 71
2021
Q4 		$790K Sell
7,441
-316
-4% -$32.8K 0.23% 85
2021
Q3 		$772K Hold
7,757
– – 0.24% 83
2021
Q2 		$786K Sell
7,757
-15
-0.2% -$1.49K 0.25% 80
2021
Q1 		$717K Buy
7,772
+16
+0.2% +$1.39K 0.25% 83
2020
Q4 		$636K Buy
+7,756
New +$600K 0.23% 86
2017
Q2 		– Sell
-33,384
Closed -$2.43M – 118
2017
Q1 		$2.43M Sell
33,384
-18,884
-36% -$1.37M 1.62% 26
2016
Q4 		$3.54M Sell
52,268
-546
-1% -$35.4K 2.53% 8
2016
Q3 		$3.27M Sell
52,814
-1,227
-2% -$75.4K 2.43% 12
2016
Q2 		$3.19M Sell
54,041
-3,954
-7% -$238K 2.62% 15
2016
Q1 		$3.34M Buy
+57,995
New +$3.01M 2.82% 10

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

Westover Capital Advisors's RY Position: Q2 2026 in Review

Westover Capital Advisors reduced its Royal Bank of Canada (RY) stake by 1.4% in Q2 2026, selling an estimated $15.8K and leaving 6,184 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #84.

Westover Capital Advisors first reported a position in RY in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.54M in Q4 2016. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Westover Capital Advisors held 6,184 shares of Royal Bank of Canada worth $1.28M as of Q2 2026.
  • Westover Capital Advisors sold 85 Royal Bank of Canada shares in Q2 2026, an estimated $15.8K.
  • Royal Bank of Canada made up 0.21% of Westover Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Westover Capital Advisors first reported a position in Royal Bank of Canada in Q1 2016 and has held it in 28 quarters since.
  • Westover Capital Advisors's Royal Bank of Canada position peaked at $3.54M in Q4 2016.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.