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Beverly Hills Private Wealth’s Royal Bank of Canada RY Stock Holding History

Beverly Hills Private Wealth’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
-2,808
Closed -$454K – 341
2026
Q1 		$454K Sell
2,808
-133
-5% -$22.3K 0.08% 204
2025
Q4 		$501K Sell
2,941
-83
-3% -$12.7K 0.09% 180
2025
Q3 		$446K Sell
3,024
-1
-0% -$138 0.08% 199
2025
Q2 		$398K Sell
3,025
-281
-8% -$34.4K 0.07% 214
2025
Q1 		$373K Sell
3,306
-4
-0.1% -$471 0.07% 215
2024
Q4 		$399K Sell
3,310
-253
-7% -$31.2K 0.08% 200
2024
Q3 		$444K Sell
3,563
-767
-18% -$88.1K 0.09% 203
2024
Q2 		$461K Sell
4,330
-326
-7% -$33.5K 0.1% 193
2024
Q1 		$470K Buy
4,656
+494
+12% +$48.8K 0.11% 202
2023
Q4 		$421K Sell
4,162
-770
-16% -$67.8K 0.11% 197
2023
Q3 		$431K Sell
4,932
-4,439
-47% -$413K 0.13% 171
2023
Q2 		$898K Buy
9,371
+5,317
+131% +$508K 0.15% 153
2023
Q1 		$387K Buy
4,054
+1,539
+61% +$153K 0.12% 186
2022
Q4 		$236K Buy
+2,515
New +$237K 0.1% 197

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Beverly Hills Private Wealth's RY Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 2,808 shares — an estimated $454K sold.

Beverly Hills Private Wealth first reported a position in RY in Q4 2022 and held it in 14 quarters. The position peaked at $898K in Q2 2023. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,808 Royal Bank of Canada shares in Q2 2026, an estimated $454K.
  • Beverly Hills Private Wealth first reported a position in Royal Bank of Canada in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Royal Bank of Canada position peaked at $898K in Q2 2023.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.