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 Q2	$340K	Sell	1,641 -39	-2%	-$7.24K	0.12%	142
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 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

Brown Financial Advisors's RY Position: Q2 2026 in Review

Brown Financial Advisors reduced its Royal Bank of Canada (RY) stake by 2.3% in Q2 2026, selling an estimated $7.24K and leaving 1,641 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #142.

Brown Financial Advisors first reported a position in RY in Q2 2024 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Brown Financial Advisors held 1,641 shares of Royal Bank of Canada worth $340K as of Q2 2026.
Brown Financial Advisors sold 39 Royal Bank of Canada shares in Q2 2026, an estimated $7.24K.
Royal Bank of Canada made up 0.12% of Brown Financial Advisors's portfolio in Q2 2026, its #142 holding.
Brown Financial Advisors first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 3 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.