Avantax Advisory Services’s Royal Bank of Canada RY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.64M	Buy	12,482 +2,043	+20%	+$250K	0.01%	901
2025 Q1	$1.18M	Buy	10,439 +342	+3%	+$40.3K	0.01%	1004
2024 Q4	$1.22M	Buy	10,097 +1,337	+15%	+$165K	0.01%	951
2024 Q3	$1.09M	Buy	8,760 +356	+4%	+$40.9K	0.01%	969
2024 Q2	$894K	Buy	8,404 +3,179	+61%	+$327K	0.01%	1048
2024 Q1	$527K	Buy	5,225 +124	+2%	+$12.2K	﹤0.01%	1007
2023 Q4	$516K	Buy	5,101 +964	+23%	+$84.9K	0.01%	966
2023 Q3	$362K	Sell	4,137 -227	-5%	-$21.1K	﹤0.01%	1091
2023 Q2	$417K	Sell	4,364 -7,551	-63%	-$721K	﹤0.01%	1020
2023 Q1	$1.14M	Buy	11,915 +208	+2%	+$20.6K	0.01%	618
2022 Q4	$1.1M	Buy	11,707 +32	+0.3%	+$3.02K	0.01%	612
2022 Q3	$1.05M	Buy	11,675 +415	+4%	+$39.8K	0.02%	550
2022 Q2	$1.09M	Buy	11,260 +167	+2%	+$17.1K	0.02%	522
2022 Q1	$1.22M	Sell	11,093 -4	-0%	-$448	0.02%	489
2021 Q4	$1.18M	Buy	11,097 +201	+2%	+$20.9K	0.02%	484
2021 Q3	$1.08M	Sell	10,896 -7,423	-41%	-$756K	0.02%	468
2021 Q2	$1.85M	Buy	18,319 +916	+5%	+$90.8K	0.03%	343
2021 Q1	$1.61M	Sell	17,403 -313	-2%	-$27.2K	0.03%	331
2020 Q4	$1.46M	Sell	17,716 -1,713	-9%	-$133K	0.03%	324
2020 Q3	$1.36M	Buy	19,429 +971	+5%	+$69.8K	0.02%	443
2020 Q2	$1.25M	Sell	18,458 -861	-4%	-$54.8K	0.04%	304
2020 Q1	$1.19M	Sell	19,319 -650	-3%	-$48.2K	0.04%	270
2019 Q4	$1.58M	Buy	19,969 +14,880	+292%	+$1.2M	0.04%	253
2019 Q3	$411K	Sell	5,089 -4,048	-44%	-$316K	0.02%	359
2019 Q2	$725K	Sell	9,137 -1,408	-13%	-$110K	0.03%	238
2019 Q1	$797K	Sell	10,545 -465	-4%	-$35.2K	0.04%	208
2018 Q4	$754K	Buy	+11,010	New	+$804K	0.13%	165

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avantax Advisory Services's RY Position: Q2 2025 in Review

Avantax Advisory Services increased its Royal Bank of Canada (RY) stake by 20% in Q2 2025, buying an estimated $250K and bringing the position to 12,482 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #901.

Avantax Advisory Services first reported a position in RY in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.85M in Q2 2021. 799 funds tracked by Wall St. Rank hold RY as of Q2 2025.

Avantax Advisory Services held 12,482 shares of Royal Bank of Canada worth $1.64M as of Q2 2025.
Avantax Advisory Services bought 2,043 Royal Bank of Canada shares in Q2 2025, an estimated $250K.
Royal Bank of Canada made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #901 holding.
Avantax Advisory Services first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Royal Bank of Canada position peaked at $1.85M in Q2 2021.
799 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.