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 Q2	$261K	Sell	1,261 -12	-0.9%	-$2.23K	0.12%	168
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 $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

Carson Advisory's RY Position: Q2 2026 in Review

Carson Advisory reduced its Royal Bank of Canada (RY) stake by 0.94% in Q2 2026, selling an estimated $2.23K and leaving 1,261 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #168.

Carson Advisory first reported a position in RY in Q4 2021 and has held it in 16 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Carson Advisory held 1,261 shares of Royal Bank of Canada worth $261K as of Q2 2026.
Carson Advisory sold 12 Royal Bank of Canada shares in Q2 2026, an estimated $2.23K.
Royal Bank of Canada made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #168 holding.
Carson Advisory first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 16 quarters since.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.