Bell Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Bell Investment 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	$24.9K	Buy	154 +1	+0.7%	+$167	﹤0.01%	391
2025 Q4	$26.1K	Buy	153 +88	+135%	+$13.5K	﹤0.01%	370
2025 Q3	$9.58K	Buy	65 +4	+7%	+$551	﹤0.01%	660
2025 Q2	$8.03K	Hold	61	–	–	﹤0.01%	768
2025 Q1	$6.88K	Hold	61	–	–	﹤0.01%	761
2024 Q4	$7.35K	Hold	61	–	–	﹤0.01%	737
2024 Q3	$7.61K	Hold	61	–	–	﹤0.01%	736
2024 Q2	$6.49K	Hold	61	–	–	﹤0.01%	801
2024 Q1	$6.15K	Hold	61	–	–	﹤0.01%	813
2023 Q4	$6.17K	Buy	61 +11	+22%	+$969	﹤0.01%	767
2023 Q3	$4.37K	Buy	50 +22	+79%	+$2.05K	﹤0.01%	879
2023 Q2	$2.67K	Sell	28 -39	-58%	-$3.72K	﹤0.01%	1147
2023 Q1	$6.4K	Sell	67 -68	-50%	-$6.74K	﹤0.01%	660
2022 Q4	$12.7K	Hold	135	–	–	﹤0.01%	409
2022 Q3	$12K	Sell	135 -7	-5%	-$671	﹤0.01%	373
2022 Q2	$14K	Buy	+142	New	+$14.5K	﹤0.01%	350
2021 Q4	$15K	Buy	142 +61	+75%	+$6.33K	﹤0.01%	376
2021 Q3	$8K	Buy	+81	New	+$8.25K	﹤0.01%	536

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

Bell Investment Advisors's RY Position: Q1 2026 in Review

Bell Investment Advisors increased its Royal Bank of Canada (RY) stake by 0.65% in Q1 2026, buying an estimated $167 and bringing the position to 154 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Bell Investment Advisors first reported a position in RY in Q3 2021 and has held it in 18 quarters since. The position peaked at $26.1K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Bell Investment Advisors held 154 shares of Royal Bank of Canada worth $24.9K as of Q1 2026.
Bell Investment Advisors bought 1 Royal Bank of Canada share in Q1 2026, an estimated $167.
Royal Bank of Canada made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #391 holding.
Bell Investment Advisors first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Royal Bank of Canada position peaked at $26.1K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.