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

AE 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
Q2 		$289K Sell
1,396
-282
-17% -$52.3K ﹤0.01% 1508
2026
Q1 		$271K Buy
1,678
+108
+7% +$18.1K ﹤0.01% 1440
2025
Q4 		$268K Buy
+1,570
New +$241K ﹤0.01% 1370
2024
Q1 		– Sell
-2,596
Closed -$257K – 1816
2023
Q4 		$257K Buy
+2,596
New +$229K ﹤0.01% 1784
2023
Q1 		– Sell
-2,640
Closed -$248K – 1988
2022
Q4 		$248K Buy
2,640
+107
+4% +$10.1K ﹤0.01% 1578
2022
Q3 		$228K Buy
2,533
+400
+19% +$38.4K ﹤0.01% 1571
2022
Q2 		$207K Sell
2,133
-65
-3% -$6.65K ﹤0.01% 1586
2022
Q1 		$242K Buy
2,198
+48
+2% +$5.38K ﹤0.01% 1510
2021
Q4 		$228K Buy
2,150
+70
+3% +$7.27K ﹤0.01% 1559
2021
Q3 		$207K Sell
2,080
-231
-10% -$23.5K ﹤0.01% 1516
2021
Q2 		$234K Buy
+2,311
New +$229K ﹤0.01% 1441

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

AE Wealth Management's RY Position: Q2 2026 in Review

AE Wealth Management reduced its Royal Bank of Canada (RY) stake by 17% in Q2 2026, selling an estimated $52.3K and leaving 1,396 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

AE Wealth Management first reported a position in RY in Q2 2021 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • AE Wealth Management held 1,396 shares of Royal Bank of Canada worth $289K as of Q2 2026.
  • AE Wealth Management sold 282 Royal Bank of Canada shares in Q2 2026, an estimated $52.3K.
  • Royal Bank of Canada made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1508 holding.
  • AE Wealth Management first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.