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

CogentBlue 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	$684K	Buy	3,305 +31	+0.9%	+$5.75K	0.39%	42
2026 Q1	$530K	Hold	3,274	–	–	0.36%	40
2025 Q4	$558K	Hold	3,274	–	–	0.38%	41
2025 Q3	$482K	Sell	3,274 -66	-2%	-$9.1K	0.33%	43
2025 Q2	$439K	Buy	3,340 +844	+34%	+$103K	0.34%	43
2025 Q1	$281K	Buy	2,496 +827	+50%	+$97.4K	0.25%	50
2024 Q4	$201K	Buy	+1,669	New	+$206K	0.18%	58

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

CogentBlue Wealth Advisors's RY Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Royal Bank of Canada (RY) stake by 0.95% in Q2 2026, buying an estimated $5.75K and bringing the position to 3,305 shares worth $684K. The position accounts for 0.39% of the portfolio, ranked #42.

CogentBlue Wealth Advisors first reported a position in RY in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

CogentBlue Wealth Advisors held 3,305 shares of Royal Bank of Canada worth $684K as of Q2 2026.
CogentBlue Wealth Advisors bought 31 Royal Bank of Canada shares in Q2 2026, an estimated $5.75K.
Royal Bank of Canada made up 0.39% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #42 holding.
CogentBlue Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 7 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.