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

Brown 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 		$272K Buy
+1,680
New +$281K 0.1% 161
2024
Q3 		– Sell
-16
Closed -$1.7K – 197
2024
Q2 		$1.7K Buy
+16
New +$1.65K ﹤0.01% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Brown Financial Advisors opened a new position in Royal Bank of Canada (RY) in Q1 2026: 1,680 shares worth $272K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in RY as recently as Q2 2024.

Brown Financial Advisors first reported a position in RY in Q2 2024 and has held it in 2 quarters since. 947 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Brown Financial Advisors held 1,680 shares of Royal Bank of Canada worth $272K as of Q1 2026.
  • Royal Bank of Canada was a new Brown Financial Advisors position in Q1 2026.
  • Royal Bank of Canada made up 0.1% of Brown Financial Advisors's portfolio in Q1 2026, its #161 holding.
  • Brown Financial Advisors first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 2 quarters since.
  • 947 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

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