Cerro Pacific Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Cerro Pacific Wealth Advisors’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	$1.44M	Buy	6,948 +78	+1%	+$14.5K	0.33%	56
2026 Q1	$1.11M	Sell	6,870 -123	-2%	-$20.6K	0.29%	66
2025 Q4	$1.19M	Buy	6,993 +24	+0.3%	+$3.69K	0.32%	62
2025 Q3	$1.03M	Sell	6,969 -1,602	-19%	-$221K	0.28%	67
2025 Q2	$1.13M	Buy	8,571 +58	+0.7%	+$7.09K	0.31%	64
2025 Q1	$1.03M	Buy	8,513 +44	+0.5%	+$5.18K	0.33%	65
2024 Q4	$1.06M	Sell	8,469 -219	-3%	-$27K	0.35%	64
2024 Q3	$924K	Hold	8,688	–	–	0.35%	67
2024 Q2	$924K	Buy	+8,688	New	+$893K	0.35%	68
2023 Q1	$556K	Buy	5,821 +2,630	+82%	+$261K	0.31%	81
2022 Q4	$300K	Buy	+3,191	New	+$301K	0.16%	131
2020 Q4	$205K	Buy	+2,504	New	+$194K	0.12%	105

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

Cerro Pacific Wealth Advisors's RY Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Royal Bank of Canada (RY) stake by 1.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,948 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #56.

Cerro Pacific Wealth Advisors first reported a position in RY in Q4 2020 and has held it in 12 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Cerro Pacific Wealth Advisors held 6,948 shares of Royal Bank of Canada worth $1.44M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 78 Royal Bank of Canada shares in Q2 2026, an estimated $14.5K.
Royal Bank of Canada made up 0.33% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Cerro Pacific Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 12 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.