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

Accel 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
Q3 		$250K Sell
1,271
-187
-13% -$38.9K 0.05% 258
2026
Q2 		$302K Hold
1,458
– – 0.07% 219
2026
Q1 		$236K Hold
1,458
– – 0.06% 246
2025
Q4 		$249K Hold
1,458
– – 0.07% 235
2025
Q3 		$215K Sell
1,458
-113
-7% -$15.6K 0.06% 256
2025
Q2 		$207K Buy
+1,571
New +$192K 0.07% 248
2024
Q4 		– Sell
-1,635
Closed -$204K – 263
2024
Q3 		$204K Buy
+1,635
New +$188K 0.08% 237
2023
Q2 		– Sell
-1,553
Closed -$148K – 717
2023
Q1 		$148K Buy
1,553
+11
+0.7% +$1.09K 0.06% 259
2022
Q4 		$145K Buy
1,542
+9
+0.6% +$850 0.07% 196
2022
Q3 		$146K Buy
1,533
+10
+0.7% +$959 0.08% 196
2022
Q2 		$139K Buy
1,523
+9
+0.6% +$920 0.08% 188
2022
Q1 		$166K Buy
1,514
+96
+7% +$10.8K 0.09% 181
2021
Q4 		$151K Sell
1,418
-167
-11% -$17.3K 0.07% 199
2021
Q3 		$158K Buy
1,585
+42
+3% +$4.28K 0.1% 161
2021
Q2 		$156K Buy
1,543
+7
+0.5% +$694 0.1% 180
2021
Q1 		$142K Sell
1,536
-406
-21% -$35.3K 0.12% 170
2020
Q4 		$159K Buy
+1,942
New +$150K 0.15% 146

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Accel Wealth Management's RY Position: Q3 2026 in Review

Accel Wealth Management reduced its Royal Bank of Canada (RY) stake by 13% in Q3 2026, selling an estimated $38.9K and leaving 1,271 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #258.

Accel Wealth Management first reported a position in RY in Q4 2020 and has held it in 17 quarters since. The position peaked at $302K in Q2 2026. 699 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Accel Wealth Management held 1,271 shares of Royal Bank of Canada worth $250K as of Q3 2026.
  • Accel Wealth Management sold 187 Royal Bank of Canada shares in Q3 2026, an estimated $38.9K.
  • Royal Bank of Canada made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #258 holding.
  • Accel Wealth Management first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 17 quarters since.
  • Accel Wealth Management's Royal Bank of Canada position peaked at $302K in Q2 2026.
  • 699 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.