Carson Advisory’s Royal Bank of Canada RY Stock Holding History

Carson Advisory’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 Q1	$206K	Sell	1,273 -50	-4%	-$8.37K	0.11%	180
2025 Q4	$226K	Sell	1,323 -373	-22%	-$57.3K	0.12%	169
2025 Q3	$250K	Hold	1,696	–	–	0.13%	150
2025 Q2	$223K	Sell	1,696 -100	-6%	-$12.2K	0.14%	156
2025 Q1	$202K	Hold	1,796	–	–	0.14%	158
2024 Q4	$216K	Buy	1,796 +5	+0.3%	+$617	0.15%	147
2024 Q3	$223K	Sell	1,791 -94	-5%	-$10.8K	0.14%	159
2024 Q2	$201K	Buy	+1,885	New	+$194K	0.14%	158
2023 Q3	–	Sell	-2,310	Closed	-$221K	–	161
2023 Q2	$221K	Buy	2,310 +7	+0.3%	+$668	0.19%	138
2023 Q1	$220K	Buy	2,303 +6	+0.3%	+$595	0.2%	129
2022 Q4	$216K	Buy	2,297 +5	+0.2%	+$472	0.21%	117
2022 Q3	$206K	Buy	2,292 +6	+0.3%	+$575	0.23%	115
2022 Q2	$221K	Buy	2,286 +6	+0.3%	+$614	0.25%	103
2022 Q1	$251K	Buy	2,280 +5	+0.2%	+$561	0.25%	99
2021 Q4	$242K	Buy	+2,275	New	+$236K	0.25%	108

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Advisory's RY Position: Q1 2026 in Review

Carson Advisory reduced its Royal Bank of Canada (RY) stake by 3.8% in Q1 2026, selling an estimated $8.37K and leaving 1,273 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #180.

Carson Advisory first reported a position in RY in Q4 2021 and has held it in 15 quarters since. The position peaked at $251K in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Carson Advisory held 1,273 shares of Royal Bank of Canada worth $206K as of Q1 2026.
Carson Advisory sold 50 Royal Bank of Canada shares in Q1 2026, an estimated $8.37K.
Royal Bank of Canada made up 0.11% of Carson Advisory's portfolio in Q1 2026, its #180 holding.
Carson Advisory first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 15 quarters since.
Carson Advisory's Royal Bank of Canada position peaked at $251K in Q1 2022.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.