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

Carter 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
Q3 		$559K Buy
2,841
+434
+18% +$90.3K 0.28% 61
2026
Q2 		$498K Buy
2,407
+150
+7% +$27.8K 0.26% 68
2026
Q1 		$365K Buy
+2,257
New +$378K 0.23% 73

Other funds holding RY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Carter Financial Group's RY Position: Q3 2026 in Review

Carter Financial Group increased its Royal Bank of Canada (RY) stake by 18% in Q3 2026, buying an estimated $90.3K and bringing the position to 2,841 shares worth $559K. The position accounts for 0.28% of the portfolio, ranked #61.

Carter Financial Group first reported a position in RY in Q1 2026 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Carter Financial Group held 2,841 shares of Royal Bank of Canada worth $559K as of Q3 2026.
  • Carter Financial Group bought 434 Royal Bank of Canada shares in Q3 2026, an estimated $90.3K.
  • Royal Bank of Canada made up 0.28% of Carter Financial Group's portfolio in Q3 2026, its #61 holding.
  • Carter Financial Group first reported a position in Royal Bank of Canada in Q1 2026 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.