Beacon Pointe Advisors’s Royal Bank of Canada RY Stock Holding History

Beacon Pointe Advisors’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 Q1	$2.13M	Buy	+13,153	New	+$2.2M	0.01%	708
2025 Q4	–	Sell	-1,500	Closed	-$221K	–	1558
2025 Q3	$221K	Sell	1,500 -9,251	-86%	-$1.28M	﹤0.01%	1290
2025 Q2	$1.41M	Hold	10,751	–	–	0.01%	570
2025 Q1	$1.21M	Hold	10,751	–	–	0.01%	583
2024 Q4	$1.3M	Buy	+10,751	New	+$1.33M	0.01%	572
2024 Q2	–	Sell	-12,547	Closed	-$1.27M	–	1371
2024 Q1	$1.27M	Buy	12,547 +76	+0.6%	+$7.5K	0.01%	619
2023 Q4	$1.26M	Sell	12,471 -61,846	-83%	-$5.45M	0.02%	596
2023 Q3	$6.5M	Buy	74,317 +61,909	+499%	+$5.76M	0.08%	220
2023 Q2	$1.19M	Sell	12,408 -2,217	-15%	-$212K	0.02%	489
2023 Q1	$1.4M	Buy	14,625 +2,224	+18%	+$220K	0.02%	470
2022 Q4	$1.17M	Buy	12,401 +510	+4%	+$48.1K	0.02%	475
2022 Q3	$1.07M	Buy	11,891 +4,939	+71%	+$474K	0.02%	449
2022 Q2	$672K	Sell	6,952 -4,939	-42%	-$505K	0.01%	573
2022 Q1	$1.31M	Buy	+11,891	New	+$1.33M	0.02%	546

Other funds holding RY

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's RY Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Royal Bank of Canada (RY) in Q1 2026: 13,153 shares worth $2.13M. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in RY as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in RY in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.5M in Q3 2023. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Beacon Pointe Advisors held 13,153 shares of Royal Bank of Canada worth $2.13M as of Q1 2026.
Royal Bank of Canada was a new Beacon Pointe Advisors position in Q1 2026.
Royal Bank of Canada made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #708 holding.
Beacon Pointe Advisors first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's Royal Bank of Canada position peaked at $6.5M in Q3 2023.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.