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Clearstead Advisors’s Royal Bank of Canada RY Stock Holding History

Clearstead 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 		$3.52M Buy
16,986
+2,512
+17% +$466K 0.03% 298
2026
Q1 		$2.34M Sell
14,474
-389
-3% -$65.1K 0.02% 330
2025
Q4 		$2.53M Sell
14,863
-1,272
-8% -$195K 0.03% 293
2025
Q3 		$2.38M Buy
16,135
+367
+2% +$50.6K 0.03% 297
2025
Q2 		$2.07M Sell
15,768
-30
-0.2% -$3.67K 0.03% 314
2025
Q1 		$1.78M Buy
15,798
+1,038
+7% +$122K 0.03% 324
2024
Q4 		$1.78M Buy
14,760
+180
+1% +$22.2K 0.03% 310
2024
Q3 		$1.82M Hold
14,580
– – 0.03% 313
2024
Q2 		$1.55M Buy
14,580
+12,595
+635% +$1.3M 0.03% 311
2024
Q1 		$208K Hold
1,985
– – 0.01% 460
2023
Q4 		$201K Hold
1,985
– – 0.01% 455
2023
Q3 		$174K Hold
1,985
– – 0.01% 444
2023
Q2 		$190K Hold
1,985
– – 0.01% 438
2023
Q1 		$190K Sell
1,985
-220
-10% -$21.8K 0.01% 402
2022
Q4 		$207K Hold
2,205
– – 0.02% 375
2022
Q3 		$199K Hold
2,205
– – 0.02% 362
2022
Q2 		$213K Hold
2,205
– – 0.02% 364
2022
Q1 		$243K Hold
2,205
– – 0.02% 381
2021
Q4 		$234K Hold
2,205
– – 0.02% 367
2021
Q3 		$219K Buy
2,205
+220
+11% +$22.4K 0.02% 354
2021
Q2 		$201K Buy
1,985
+1
+0.1% +$99 0.02% 344
2021
Q1 		$183K Hold
1,984
– – 0.02% 346
2020
Q4 		$163K Hold
1,984
– – 0.01% 345
2020
Q3 		$139K Sell
1,984
-522
-21% -$37.5K 0.01% 322
2020
Q2 		$170K Buy
2,506
+522
+26% +$33.2K 0.02% 292
2020
Q1 		$122K Buy
+1,984
New +$147K 0.02% 303

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Clearstead Advisors's RY Position: Q2 2026 in Review

Clearstead Advisors increased its Royal Bank of Canada (RY) stake by 17% in Q2 2026, buying an estimated $466K and bringing the position to 16,986 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #298.

Clearstead Advisors first reported a position in RY in Q1 2020 and has held it in 26 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Clearstead Advisors held 16,986 shares of Royal Bank of Canada worth $3.52M as of Q2 2026.
  • Clearstead Advisors bought 2,512 Royal Bank of Canada shares in Q2 2026, an estimated $466K.
  • Royal Bank of Canada made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #298 holding.
  • Clearstead Advisors first reported a position in Royal Bank of Canada in Q1 2020 and has held it in 26 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.