Avantax Planning Partners’s Royal Bank of Canada RY Stock Holding History

Avantax Planning Partners’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	$297K	Hold	1,436	–	–	0.01%	371
2026 Q1	$232K	Hold	1,436	–	–	0.01%	392
2025 Q4	$245K	Buy	1,436 +28	+2%	+$4.3K	0.01%	383
2025 Q3	$207K	Buy	+1,408	New	+$194K	0.01%	417
2018 Q4	–	Sell	-1,500	Closed	-$120K	–	1008
2018 Q3	$120K	Buy	+1,500	New	+$118K	0.01%	314
2018 Q2	–	Sell	-500	Closed	-$39K	–	1224
2018 Q1	$39K	Buy	+500	New	+$40.6K	﹤0.01%	576

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

Avantax Planning Partners's RY Position: Q2 2026 in Review

Avantax Planning Partners held its Royal Bank of Canada (RY) position steady in Q2 2026 at 1,436 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #371.

Avantax Planning Partners first reported a position in RY in Q1 2018 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Avantax Planning Partners held 1,436 shares of Royal Bank of Canada worth $297K as of Q2 2026.
Avantax Planning Partners left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #371 holding.
Avantax Planning Partners first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 6 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.