AWE
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Avidian Wealth Enterprises’s Royal Bank of Canada RY Stock Holding History

Avidian Wealth Enterprises’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 		$552K Buy
2,808
+950
+51% +$198K 0.02% 454
2026
Q2 		$384K Buy
1,858
+432
+30% +$80.1K 0.01% 535
2026
Q1 		$231K Buy
+1,426
New +$239K 0.01% 606

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Avidian Wealth Enterprises's RY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Royal Bank of Canada (RY) stake by 51% in Q3 2026, buying an estimated $198K and bringing the position to 2,808 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #454.

Avidian Wealth Enterprises first reported a position in RY in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Avidian Wealth Enterprises held 2,808 shares of Royal Bank of Canada worth $552K as of Q3 2026.
  • Avidian Wealth Enterprises bought 950 Royal Bank of Canada shares in Q3 2026, an estimated $198K.
  • Royal Bank of Canada made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #454 holding.
  • Avidian Wealth Enterprises first reported a position in Royal Bank of Canada in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.