Bogart Wealth LLC’s Royal Bank of Canada RY Stock Holding History

Bogart Wealth LLC’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	$4.08M	Hold	19,734	–	–	0.14%	106
2026 Q1	$3.19M	Buy	19,734 +2	+0%	+$335	0.12%	106
2025 Q4	$3.36M	Hold	19,732	–	–	0.14%	107
2025 Q3	$2.91M	Hold	19,732	–	–	0.12%	109
2025 Q2	$2.6M	Hold	19,732	–	–	0.11%	110
2025 Q1	$2.22M	Hold	19,732	–	–	0.1%	107
2024 Q4	$2.38M	Hold	19,732	–	–	0.11%	107
2024 Q3	$2.46M	Hold	19,732	–	–	0.12%	106
2024 Q2	$2.1M	Hold	19,732	–	–	0.11%	109
2024 Q1	$1.99M	Hold	19,732	–	–	0.1%	105
2023 Q4	$2M	Hold	19,732	–	–	0.11%	107
2023 Q3	$1.73M	Hold	19,732	–	–	0.11%	110
2023 Q2	$1.88M	Hold	19,732	–	–	0.12%	106
2023 Q1	$1.89M	Hold	19,732	–	–	0.13%	104
2022 Q4	$1.86M	Hold	19,732	–	–	0.13%	107
2022 Q3	$1.78M	Hold	19,732	–	–	0.15%	98
2022 Q2	$1.91M	Hold	19,732	–	–	0.17%	93
2022 Q1	$2.18M	Hold	19,732	–	–	0.19%	92
2021 Q4	$2.09M	Hold	19,732	–	–	0.19%	95
2021 Q3	$1.96M	Hold	19,732	–	–	0.2%	93
2021 Q2	$2M	Hold	19,732	–	–	0.22%	82
2021 Q1	$1.82M	Buy	+19,732	New	+$1.72M	0.25%	74

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

Bogart Wealth LLC's RY Position: Q2 2026 in Review

Bogart Wealth LLC held its Royal Bank of Canada (RY) position steady in Q2 2026 at 19,734 shares worth $4.08M. The position accounts for 0.14% of the portfolio, ranked #106.

Bogart Wealth LLC first reported a position in RY in Q1 2021 and has held it in 22 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Bogart Wealth LLC held 19,734 shares of Royal Bank of Canada worth $4.08M as of Q2 2026.
Bogart Wealth LLC left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.14% of Bogart Wealth LLC's portfolio in Q2 2026, its #106 holding.
Bogart Wealth LLC first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 22 quarters since.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.