Belpointe Asset Management’s Royal Bank of Canada RY Stock Holding History

Belpointe Asset 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	$389K	Buy	1,878 +367	+24%	+$68.1K	0.01%	804
2026 Q1	$244K	Sell	1,511 -1,208	-44%	-$202K	0.01%	931
2025 Q4	$464K	Buy	2,719 +1,278	+89%	+$196K	0.02%	678
2025 Q3	$212K	Buy	+1,441	New	+$199K	0.01%	913
2023 Q2	–	Sell	-2,680	Closed	-$256K	–	2816
2023 Q1	$256K	Buy	2,680 +503	+23%	+$49.8K	0.01%	823
2022 Q4	$205K	Buy	2,177 +448	+26%	+$42.3K	0.01%	889
2022 Q3	$156K	Sell	1,729 -90	-5%	-$8.63K	0.01%	947
2022 Q2	$176K	Sell	1,819 -21	-1%	-$2.15K	0.01%	878
2022 Q1	$203K	Sell	1,840 -1,361	-43%	-$153K	0.01%	904
2021 Q4	$340K	Buy	3,201 +291	+10%	+$30.2K	0.02%	657
2021 Q3	$290K	Buy	2,910 +1,616	+125%	+$165K	0.02%	694
2021 Q2	$131K	Buy	+1,294	New	+$128K	0.01%	1012
2020 Q2	–	Sell	-2,700	Closed	-$166K	–	757
2020 Q1	$166K	Sell	2,700 -3,423	-56%	-$254K	0.03%	469
2019 Q4	$485K	Buy	6,123 +2,005	+49%	+$161K	0.06%	325
2019 Q3	$334K	Sell	4,118 -683	-14%	-$53.3K	0.05%	373
2019 Q2	$381K	Buy	4,801 +1,294	+37%	+$101K	0.07%	285
2019 Q1	$265K	Buy	+3,507	New	+$265K	0.05%	262

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

Belpointe Asset Management's RY Position: Q2 2026 in Review

Belpointe Asset Management increased its Royal Bank of Canada (RY) stake by 24% in Q2 2026, buying an estimated $68.1K and bringing the position to 1,878 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #804.

Belpointe Asset Management first reported a position in RY in Q1 2019 and has held it in 17 quarters since. The position peaked at $485K in Q4 2019. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Belpointe Asset Management held 1,878 shares of Royal Bank of Canada worth $389K as of Q2 2026.
Belpointe Asset Management bought 367 Royal Bank of Canada shares in Q2 2026, an estimated $68.1K.
Royal Bank of Canada made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #804 holding.
Belpointe Asset Management first reported a position in Royal Bank of Canada in Q1 2019 and has held it in 17 quarters since.
Belpointe Asset Management's Royal Bank of Canada position peaked at $485K in Q4 2019.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.