Advisory Resource Group’s Royal Bank of Canada RY Stock Holding History

Advisory Resource 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	$1.64M	Sell	7,903 -70	-0.9%	-$13K	0.25%	100
2026 Q1	$1.29M	Sell	7,973 -1,169	-13%	-$196K	0.22%	98
2025 Q4	$1.56M	Buy	9,142 +32	+0.4%	+$4.91K	0.27%	78
2025 Q3	$1.34M	Buy	9,110 +75	+0.8%	+$10.3K	0.24%	92
2025 Q2	$1.19M	Buy	9,035 +186	+2%	+$22.8K	0.23%	98
2025 Q1	$997K	Buy	8,849 +446	+5%	+$52.5K	0.2%	105
2024 Q4	$1.01M	Buy	8,403 +257	+3%	+$31.7K	0.21%	106
2024 Q3	$1.02M	Sell	8,146 -1,080	-12%	-$124K	0.22%	100
2024 Q2	$981K	Buy	9,226 +485	+6%	+$49.9K	0.22%	89
2024 Q1	$882K	Buy	8,741 +1,795	+26%	+$177K	0.2%	89
2023 Q4	$702K	Buy	6,946 +464	+7%	+$40.9K	0.18%	101
2023 Q3	$567K	Buy	6,482 +340	+6%	+$31.6K	0.15%	105
2023 Q2	$587K	Buy	6,142 +678	+12%	+$64.7K	0.16%	101
2023 Q1	$522K	Sell	5,464 -362	-6%	-$35.9K	0.15%	112
2022 Q4	$548K	Buy	5,826 +3,594	+161%	+$339K	0.16%	85
2022 Q3	$201K	Sell	2,232 -39	-2%	-$3.74K	0.07%	128
2022 Q2	$220K	Sell	2,271 -104	-4%	-$10.6K	0.07%	121
2022 Q1	$262K	Sell	2,375 -45	-2%	-$5.04K	0.08%	121
2021 Q4	$276K	Buy	2,420 +356	+17%	+$37K	0.09%	116
2021 Q3	$205K	Buy	+2,064	New	+$210K	0.08%	130

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Advisory Resource Group's RY Position: Q2 2026 in Review

Advisory Resource Group reduced its Royal Bank of Canada (RY) stake by 0.88% in Q2 2026, selling an estimated $13K and leaving 7,903 shares worth $1.64M. The position accounts for 0.25% of the portfolio, ranked #100.

Advisory Resource Group first reported a position in RY in Q3 2021 and has held it in 20 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Advisory Resource Group held 7,903 shares of Royal Bank of Canada worth $1.64M as of Q2 2026.
Advisory Resource Group sold 70 Royal Bank of Canada shares in Q2 2026, an estimated $13K.
Royal Bank of Canada made up 0.25% of Advisory Resource Group's portfolio in Q2 2026, its #100 holding.
Advisory Resource Group first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 20 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.