CarsonAllaria Wealth Management’s Royal Bank of Canada RY Stock Holding History

CarsonAllaria Wealth 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	$241K	Buy	+1,164	New	+$216K	0.1%	62
2025 Q3	–	Sell	-1,164	Closed	-$153K	–	282
2025 Q2	$153K	Hold	1,164	–	–	0.08%	81
2025 Q1	$131K	Hold	1,164	–	–	0.08%	89
2024 Q4	$140K	Hold	1,164	–	–	0.08%	83
2024 Q3	$145K	Hold	1,164	–	–	0.08%	80
2024 Q2	$124K	Hold	1,164	–	–	0.08%	83
2024 Q1	$117K	Hold	1,164	–	–	0.07%	87
2023 Q4	$118K	Hold	1,164	–	–	0.08%	80
2023 Q3	$102K	Hold	1,164	–	–	0.08%	87
2023 Q2	$111K	Hold	1,164	–	–	0.09%	84
2023 Q1	$111K	Hold	1,164	–	–	0.09%	81
2022 Q4	$109K	Hold	1,164	–	–	0.1%	82
2022 Q3	$105K	Hold	1,164	–	–	0.1%	88
2022 Q2	$113K	Hold	1,164	–	–	0.11%	86
2022 Q1	$128K	Hold	1,164	–	–	0.11%	82
2021 Q4	$124K	Buy	+1,164	New	+$121K	0.11%	84

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

CarsonAllaria Wealth Management's RY Position: Q2 2026 in Review

CarsonAllaria Wealth Management opened a new position in Royal Bank of Canada (RY) in Q2 2026: 1,164 shares worth $241K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings. This is a return to the name: CarsonAllaria Wealth Management previously reported a position in RY as recently as Q2 2025.

CarsonAllaria Wealth Management 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.

CarsonAllaria Wealth Management held 1,164 shares of Royal Bank of Canada worth $241K as of Q2 2026.
Royal Bank of Canada was a new CarsonAllaria Wealth Management position in Q2 2026.
Royal Bank of Canada made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #62 holding.
CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.