Bullock Wealth Management’s Royal Bank of Canada RY Stock Holding History

Bullock 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	$74.8K	Sell	359 -177	-33%	-$32.8K	0.03%	244
2026 Q1	$87.6K	Hold	536	–	–	0.04%	221
2025 Q4	$91.4K	Hold	536	–	–	0.04%	214
2025 Q3	$78.9K	Buy	536 +77	+17%	+$10.6K	0.04%	226
2025 Q2	$60.7K	Hold	459	–	–	0.03%	230
2025 Q1	$52.2K	Hold	459	–	–	0.03%	238
2024 Q4	$55.3K	Hold	459	–	–	0.03%	242
2024 Q3	$56.8K	Buy	459 +64	+16%	+$7.35K	0.03%	226
2024 Q2	$41.9K	Sell	395 -200	-34%	-$20.6K	0.03%	247
2024 Q1	$59.7K	Buy	+595	New	+$58.7K	0.04%	232

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

Bullock Wealth Management's RY Position: Q2 2026 in Review

Bullock Wealth Management reduced its Royal Bank of Canada (RY) stake by 33% in Q2 2026, selling an estimated $32.8K and leaving 359 shares worth $74.8K. The position accounts for 0.03% of the portfolio, ranked #244.

Bullock Wealth Management first reported a position in RY in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.4K in Q4 2025. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Bullock Wealth Management held 359 shares of Royal Bank of Canada worth $74.8K as of Q2 2026.
Bullock Wealth Management sold 177 Royal Bank of Canada shares in Q2 2026, an estimated $32.8K.
Royal Bank of Canada made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #244 holding.
Bullock Wealth Management first reported a position in Royal Bank of Canada in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Royal Bank of Canada position peaked at $91.4K in Q4 2025.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.