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

Avior 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	–	Sell	-2,054	Closed	-$332K	–	873
2026 Q1	$332K	Buy	2,054 +256	+14%	+$42.8K	0.01%	657
2025 Q4	$307K	Hold	1,798	–	–	0.01%	608
2025 Q3	$265K	Sell	1,798 -687	-28%	-$94.7K	0.01%	634
2025 Q2	$327K	Hold	2,485	–	–	0.01%	546
2025 Q1	$280K	Hold	2,485	–	–	0.01%	568
2024 Q4	$299K	Hold	2,485	–	–	0.01%	596
2024 Q3	$310K	Buy	2,485 +705	+40%	+$80.9K	0.01%	578
2024 Q2	$189K	Hold	1,780	–	–	0.01%	682
2024 Q1	$180K	Buy	+1,780	New	+$176K	0.01%	736
2023 Q2	–	Sell	-37	Closed	-$3.54K	–	1658
2023 Q1	$3.54K	Hold	37	–	–	﹤0.01%	1302
2022 Q4	$3.48K	Sell	37 -8	-18%	-$755	﹤0.01%	1001
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	968
2022 Q2	$4K	Sell	45 -3	-6%	-$307	﹤0.01%	891
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	910
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	896
2021 Q3	$4K	Sell	48 -81	-63%	-$8.25K	﹤0.01%	880
2021 Q2	$13K	Buy	129 +81	+169%	+$8.03K	﹤0.01%	715
2021 Q1	$4K	Sell	48 -36	-43%	-$3.13K	﹤0.01%	864
2020 Q4	$6K	Buy	84 +36	+75%	+$2.79K	﹤0.01%	772
2020 Q3	$3K	Sell	48 -11	-19%	-$791	﹤0.01%	803
2020 Q2	$4K	Buy	+59	New	+$3.75K	﹤0.01%	740
2020 Q1	–	Sell	-43	Closed	-$3K	–	884
2019 Q4	$3K	Sell	43 -10	-19%	-$805	﹤0.01%	698
2019 Q3	$4K	Hold	53	–	–	﹤0.01%	638
2019 Q2	$4K	Buy	+53	New	+$4.14K	﹤0.01%	677

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

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

Avior Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 2,054 shares — an estimated $332K sold.

Avior Wealth Management first reported a position in RY in Q2 2019 and held it in 24 quarters. The position peaked at $332K in Q1 2026. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Avior Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 2,054 Royal Bank of Canada shares in Q2 2026, an estimated $332K.
Avior Wealth Management first reported a position in Royal Bank of Canada in Q2 2019 and held it in 24 quarters.
Avior Wealth Management's Royal Bank of Canada position peaked at $332K in Q1 2026.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.