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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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

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

Carter Financial Group increased its Royal Bank of Canada (RY) stake by 6.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 2,407 shares worth $498K. The position accounts for 0.26% of the portfolio, ranked #68.

Carter Financial Group first reported a position in RY in Q1 2026 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Carter Financial Group held 2,407 shares of Royal Bank of Canada worth $498K as of Q2 2026.
  • Carter Financial Group bought 150 Royal Bank of Canada shares in Q2 2026, an estimated $27.8K.
  • Royal Bank of Canada made up 0.26% of Carter Financial Group's portfolio in Q2 2026, its #68 holding.
  • Carter Financial Group first reported a position in Royal Bank of Canada in Q1 2026 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.