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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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. 188 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.
188 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.