Carr Financial Group’s Royal Bank of Canada RY Stock Holding History

Carr Financial Group’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	$417K	Hold	2,014	–	–	0.1%	126
2026 Q1	$326K	Hold	2,014	–	–	0.09%	135
2025 Q4	$343K	Hold	2,014	–	–	0.09%	133
2025 Q3	$297K	Hold	2,014	–	–	0.08%	148
2025 Q2	$265K	Hold	2,014	–	–	0.08%	157
2025 Q1	$227K	Hold	2,014	–	–	0.07%	164
2024 Q4	$243K	Hold	2,014	–	–	0.08%	166
2024 Q3	$251K	Hold	2,014	–	–	0.07%	172
2024 Q2	$214K	Hold	2,014	–	–	0.07%	181
2024 Q1	$203K	Hold	2,014	–	–	0.07%	173
2023 Q4	$204K	Buy	+2,014	New	+$177K	0.08%	162

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

Carr Financial Group's RY Position: Q2 2026 in Review

Carr Financial Group held its Royal Bank of Canada (RY) position steady in Q2 2026 at 2,014 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #126.

Carr Financial Group first reported a position in RY in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Carr Financial Group held 2,014 shares of Royal Bank of Canada worth $417K as of Q2 2026.
Carr Financial Group left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.1% of Carr Financial Group's portfolio in Q2 2026, its #126 holding.
Carr Financial Group first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 11 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.