Burney Company’s Royal Bank of Canada RY Stock Holding History

Burney Company’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	$898K	Sell	4,339 -10	-0.2%	-$1.85K	0.02%	371
2026 Q1	$704K	Sell	4,349 -76	-2%	-$12.7K	0.02%	385
2025 Q4	$754K	Buy	4,425 +76	+2%	+$11.7K	0.02%	370
2025 Q3	$641K	Hold	4,349	–	–	0.02%	377
2025 Q2	$572K	Sell	4,349 -54	-1%	-$6.61K	0.02%	387
2025 Q1	$496K	Hold	4,403	–	–	0.02%	425
2024 Q4	$531K	Sell	4,403 -675	-13%	-$83.3K	0.02%	416
2024 Q3	$633K	Hold	5,078	–	–	0.02%	398
2024 Q2	$540K	Sell	5,078 -60	-1%	-$6.17K	0.02%	409
2024 Q1	$518K	Sell	5,138 -2,926	-36%	-$289K	0.02%	428
2023 Q4	$816K	Buy	8,064 +25	+0.3%	+$2.2K	0.03%	354
2023 Q3	$703K	Buy	8,039 +95	+1%	+$8.84K	0.03%	356
2023 Q2	$759K	Sell	7,944 -189	-2%	-$18K	0.03%	348
2023 Q1	$777K	Hold	8,133	–	–	0.04%	344
2022 Q4	$765K	Hold	8,133	–	–	0.04%	335
2022 Q3	$732K	Buy	8,133 +1,070	+15%	+$103K	0.04%	352
2022 Q2	$684K	Buy	7,063 +60	+0.9%	+$6.14K	0.04%	358
2022 Q1	$772K	Sell	7,003 -171	-2%	-$19.2K	0.04%	363
2021 Q4	$761K	Buy	7,174 +1,296	+22%	+$135K	0.03%	370
2021 Q3	$585K	Sell	5,878 -124	-2%	-$12.6K	0.03%	395
2021 Q2	$608K	Buy	6,002 +25	+0.4%	+$2.48K	0.03%	399
2021 Q1	$551K	Buy	5,977 +53	+0.9%	+$4.61K	0.03%	398
2020 Q4	$486K	Buy	+5,924	New	+$458K	0.03%	379

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

Burney Company's RY Position: Q2 2026 in Review

Burney Company reduced its Royal Bank of Canada (RY) stake by 0.23% in Q2 2026, selling an estimated $1.85K and leaving 4,339 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #371.

Burney Company first reported a position in RY in Q4 2020 and has held it in 23 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Burney Company held 4,339 shares of Royal Bank of Canada worth $898K as of Q2 2026.
Burney Company sold 10 Royal Bank of Canada shares in Q2 2026, an estimated $1.85K.
Royal Bank of Canada made up 0.02% of Burney Company's portfolio in Q2 2026, its #371 holding.
Burney Company first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 23 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.