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EQTY
6 quarters

Position history for ROYAL BANK OF CANADA's holdings in VALUED ADVISERS TR

ROYAL BANK OF CANADA holds 208,159 shares of EQTY (VALUED ADVISERS TR), worth $5.3M as of 2026-Q1. The position was decreased (-3.6% shares). EQTY represents 0.0% of ROYAL BANK OF CANADA's portfolio.

Current Value

$5.3M

Current Shares

208,159

Total Value Change

+$3.2M

Total Shares Change

+120,892

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
208,159
-3.6%
$5.3M0.0%$27.21
0
2025-Q4
Increased
215,851
+29.4%
$5.8M0.0%$27.17
34
2025-Q3
Increased
166,833
+14.2%
$4.3M0.0%$25.62
30
2025-Q2
Increased
146,107
+36.0%
$3.7M0.0%$24.90
35
2025-Q1
Increased
107,461
+23.1%
$2.5M0.0%$23.10
32
2024-Q4
New
87,267
-
$2.1M0.0%$23.84
36

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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