Blue Bell Private Wealth Management’s Royal Bank of Canada RY Stock Holding History

Blue Bell Private 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	-345	Closed	-$55.8K	–	748
2026 Q1	$55.8K	Hold	345	–	–	0.01%	402
2025 Q4	$58.8K	Hold	345	–	–	0.01%	393
2025 Q3	$50.8K	Hold	345	–	–	0.01%	397
2025 Q2	$45.4K	Hold	345	–	–	0.01%	401
2025 Q1	$38.9K	Hold	345	–	–	0.01%	404
2024 Q4	$41.6K	Hold	345	–	–	0.01%	381
2024 Q3	$43K	Hold	345	–	–	0.01%	379
2024 Q2	$36.7K	Hold	345	–	–	0.01%	393
2024 Q1	$34.8K	Hold	345	–	–	0.01%	398
2023 Q4	$34.9K	Hold	345	–	–	0.01%	366
2023 Q3	$30.2K	Hold	345	–	–	0.01%	316
2023 Q2	$33K	Hold	345	–	–	0.01%	303
2023 Q1	$33K	Hold	345	–	–	0.01%	265
2022 Q4	$32.4K	Hold	345	–	–	0.01%	255
2022 Q3	$31K	Hold	345	–	–	0.01%	255
2022 Q2	$33K	Hold	345	–	–	0.01%	252
2022 Q1	$38K	Hold	345	–	–	0.01%	251
2021 Q4	$37K	Buy	+345	New	+$35.8K	0.01%	234
2016 Q4	–	Sell	-345	Closed	-$22K	–	371
2016 Q3	$22K	Hold	345	–	–	0.01%	284
2016 Q2	$21K	Hold	345	–	–	0.01%	292
2016 Q1	$20K	Hold	345	–	–	0.01%	301
2015 Q4	$18K	Hold	345	–	–	0.01%	317
2015 Q3	$19K	Hold	345	–	–	0.01%	317
2015 Q2	$21K	Hold	345	–	–	0.01%	307
2015 Q1	$20K	Hold	345	–	–	0.01%	309
2014 Q4	$23K	Hold	345	–	–	0.01%	311
2014 Q3	$25K	Hold	345	–	–	0.02%	319
2014 Q2	$25K	Hold	345	–	–	0.02%	304
2014 Q1	$23K	Hold	345	–	–	0.02%	282
2013 Q4	$23K	Buy	+345	New	+$22.9K	0.02%	297

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

Blue Bell Private Wealth Management's RY Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 345 shares — an estimated $55.8K sold.

Blue Bell Private Wealth Management first reported a position in RY in Q4 2013 and held it in 30 quarters. The position peaked at $58.8K in Q4 2025. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 345 Royal Bank of Canada shares in Q2 2026, an estimated $55.8K.
Blue Bell Private Wealth Management first reported a position in Royal Bank of Canada in Q4 2013 and held it in 30 quarters.
Blue Bell Private Wealth Management's Royal Bank of Canada position peaked at $58.8K in Q4 2025.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.