Burkett Asset Management’s Royal Bank of Canada RY Stock Holding History

Burkett Asset 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	$8.6M	Sell	41,598 -2,196	-5%	-$407K	8.04%	2
2026 Q1	$7.07M	Buy	43,794 +1,238	+3%	+$207K	6.96%	2
2025 Q4	$7.27M	Buy	+42,556	New	+$6.54M	7.34%	2

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

Burkett Asset Management's RY Position: Q2 2026 in Review

Burkett Asset Management reduced its Royal Bank of Canada (RY) stake by 5% in Q2 2026, selling an estimated $407K and leaving 41,598 shares worth $8.6M. The position accounts for 8.04% of the portfolio, ranked #2.

Burkett Asset Management first reported a position in RY in Q4 2025 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Burkett Asset Management held 41,598 shares of Royal Bank of Canada worth $8.6M as of Q2 2026.
Burkett Asset Management sold 2,196 Royal Bank of Canada shares in Q2 2026, an estimated $407K.
Royal Bank of Canada made up 8.04% of Burkett Asset Management's portfolio in Q2 2026, its #2 holding.
Burkett Asset Management first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 3 quarters since.
984 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.