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Bragg Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Bragg Financial 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 		$15.9M Sell
98,555
-881
-0.9% -$147K 0.5% 75
2025
Q4 		$17M Buy
99,436
+655
+0.7% +$101K 0.55% 65
2025
Q3 		$14.6M Sell
98,781
-1,290
-1% -$178K 0.48% 77
2025
Q2 		$13.2M Buy
100,071
+1,151
+1% +$141K 0.47% 83
2025
Q1 		$11.2M Buy
98,920
+2,751
+3% +$324K 0.46% 85
2024
Q4 		$11.6M Sell
96,169
-604
-0.6% -$74.6K 0.47% 83
2024
Q3 		$12.1M Sell
96,773
-1,345
-1% -$154K 0.5% 79
2024
Q2 		$10.4M Sell
98,118
-1,640
-2% -$169K 0.47% 88
2024
Q1 		$10.1M Buy
99,758
+1,656
+2% +$163K 0.45% 92
2023
Q4 		$9.92M Sell
98,102
-4,480
-4% -$395K 0.47% 85
2023
Q3 		$8.97M Buy
102,582
+620
+0.6% +$57.7K 0.47% 81
2023
Q2 		$9.74M Buy
101,962
+977
+1% +$93.3K 0.53% 79
2023
Q1 		$9.65M Sell
100,985
-115
-0.1% -$11.4K 0.57% 74
2022
Q4 		$9.51M Sell
101,100
-3,053
-3% -$288K 0.58% 72
2022
Q3 		$9.38M Buy
104,153
+2,353
+2% +$226K 0.65% 60
2022
Q2 		$9.86M Buy
101,800
+3,299
+3% +$337K 0.65% 62
2022
Q1 		$10.9M Buy
98,501
+4,918
+5% +$551K 0.63% 66
2021
Q4 		$9.31M Hold
93,583
– – 0.6% 71
2021
Q3 		$9.31M Buy
93,583
+1,388
+2% +$141K 0.6% 71
2021
Q2 		$9.34M Buy
92,195
+4,176
+5% +$414K 0.6% 69
2021
Q1 		$8.12M Buy
88,019
+1,900
+2% +$165K 0.55% 75
2020
Q4 		$7.07M Buy
86,119
+2,511
+3% +$194K 0.62% 63
2020
Q3 		$5.86M Sell
83,608
-1,753
-2% -$126K 0.6% 60
2020
Q2 		$5.79M Buy
85,361
+5,413
+7% +$344K 0.64% 57
2020
Q1 		$4.92M Buy
79,948
+8,117
+11% +$602K 0.66% 57
2019
Q4 		$5.69M Buy
71,831
+2,038
+3% +$164K 0.64% 56
2019
Q3 		$5.66M Buy
69,793
+2,144
+3% +$167K 0.69% 49
2019
Q2 		$5.37M Buy
67,649
+2,360
+4% +$184K 0.66% 51
2019
Q1 		$4.93M Buy
65,289
+3,060
+5% +$231K 0.64% 54
2018
Q4 		$4.26M Buy
62,229
+2,959
+5% +$216K 0.64% 53
2018
Q3 		$4.75M Buy
59,270
+3,005
+5% +$236K 0.64% 54
2018
Q2 		$4.24M Buy
56,265
+10,220
+22% +$782K 0.6% 58
2018
Q1 		$3.56M Buy
46,045
+8,055
+21% +$654K 0.52% 72
2017
Q4 		$3.1M Buy
37,990
+1,512
+4% +$120K 0.45% 83
2017
Q3 		$2.82M Hold
36,478
– – 0.43% 89
2017
Q2 		$2.65M Hold
36,478
– – 0.42% 97
2017
Q1 		$2.66M Hold
36,478
– – 0.43% 96
2016
Q4 		$2.47M Buy
36,478
+4,426
+14% +$287K 0.41% 100
2016
Q3 		$1.99M Buy
32,052
+3,546
+12% +$218K 0.35% 110
2016
Q2 		$1.68M Sell
28,506
-550
-2% -$33K 0.3% 119
2016
Q1 		$1.67M Buy
29,056
+80
+0.3% +$4.15K 0.32% 118
2015
Q4 		$1.55M Sell
28,976
-305
-1% -$17.1K 0.33% 105
2015
Q3 		$1.62M Sell
29,281
-522
-2% -$29.7K 0.39% 97
2015
Q2 		$1.82M Buy
29,803
+392
+1% +$25.2K 0.42% 93
2015
Q1 		$1.77M Buy
29,411
+13,862
+89% +$852K 0.41% 98
2014
Q4 		$1.07M Hold
15,549
– – 0.26% 120
2014
Q3 		$1.11M Sell
15,549
-70
-0.4% -$5.15K 0.28% 119
2014
Q2 		$1.12M Sell
15,619
-17,486
-53% -$1.19M 0.27% 127
2014
Q1 		$2.19M Hold
33,105
– – 0.53% 74
2013
Q4 		$2.23M Hold
33,105
– – 0.54% 76
2013
Q3 		$2.13M Hold
33,105
– – 0.55% 72
2013
Q2 		$1.93M Buy
+33,105
New +$1.98M 0.53% 74

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bragg Financial Advisors's RY Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Royal Bank of Canada (RY) stake by 0.89% in Q1 2026, selling an estimated $147K and leaving 98,555 shares worth $15.9M. The position accounts for 0.5% of the portfolio, ranked #75.

Bragg Financial Advisors first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Bragg Financial Advisors held 98,555 shares of Royal Bank of Canada worth $15.9M as of Q1 2026.
  • Bragg Financial Advisors sold 881 Royal Bank of Canada shares in Q1 2026, an estimated $147K.
  • Royal Bank of Canada made up 0.5% of Bragg Financial Advisors's portfolio in Q1 2026, its #75 holding.
  • Bragg Financial Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • Bragg Financial Advisors's Royal Bank of Canada position peaked at $17M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.