Westwood Holdings Group’s Royal Bank of Canada RY Stock Holding History

Westwood Holdings Group’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	$1.03M	Buy	4,971 +2,142	+76%	+$397K	0.01%	363
2026 Q1	$458K	Hold	2,829	–	–	﹤0.01%	392
2025 Q4	$482K	Hold	2,829	–	–	﹤0.01%	426
2025 Q3	$417K	Hold	2,829	–	–	﹤0.01%	433
2025 Q2	$372K	Hold	2,829	–	–	﹤0.01%	432
2025 Q1	$319K	Sell	2,829 -46	-2%	-$5.42K	﹤0.01%	426
2024 Q4	$346K	Hold	2,875	–	–	﹤0.01%	438
2024 Q3	$359K	Hold	2,875	–	–	﹤0.01%	422
2024 Q2	$306K	Hold	2,875	–	–	﹤0.01%	416
2024 Q1	$290K	Hold	2,875	–	–	﹤0.01%	432
2023 Q4	$291K	Hold	2,875	–	–	﹤0.01%	426
2023 Q3	$251K	Sell	2,875 -50	-2%	-$4.65K	﹤0.01%	426
2023 Q2	$279K	Hold	2,925	–	–	﹤0.01%	445
2023 Q1	$280K	Hold	2,925	–	–	﹤0.01%	446
2022 Q4	$275K	Buy	+2,925	New	+$276K	﹤0.01%	467
2022 Q2	–	Sell	-2,425	Closed	-$267K	–	482
2022 Q1	$267K	Sell	2,425 -1,712	-41%	-$192K	﹤0.01%	420
2021 Q4	$439K	Buy	+4,137	New	+$429K	﹤0.01%	387

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westwood Holdings Group's RY Position: Q2 2026 in Review

Westwood Holdings Group increased its Royal Bank of Canada (RY) stake by 76% in Q2 2026, buying an estimated $397K and bringing the position to 4,971 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #363.

Westwood Holdings Group first reported a position in RY in Q4 2021 and has held it in 17 quarters since. 940 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Westwood Holdings Group held 4,971 shares of Royal Bank of Canada worth $1.03M as of Q2 2026.
Westwood Holdings Group bought 2,142 Royal Bank of Canada shares in Q2 2026, an estimated $397K.
Royal Bank of Canada made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #363 holding.
Westwood Holdings Group first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 17 quarters since.
940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.