Concord Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Concord Wealth Partners’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	$42.8K	Buy	+207	New	+$38.4K	﹤0.01%	382
2026 Q1	–	Sell	-207	Closed	-$35.3K	–	662
2025 Q4	$35.3K	Hold	207	–	–	﹤0.01%	371
2025 Q3	$30.5K	Hold	207	–	–	﹤0.01%	407
2025 Q2	$27.2K	Sell	207 -205	-50%	-$25.1K	﹤0.01%	426
2025 Q1	$46.4K	Hold	412	–	–	0.01%	327
2024 Q4	$49.6K	Hold	412	–	–	0.01%	331
2024 Q3	$51.4K	Hold	412	–	–	0.01%	332
2024 Q2	$43.8K	Hold	412	–	–	0.01%	326
2024 Q1	$41.6K	Hold	412	–	–	0.01%	383
2023 Q4	$41.7K	Hold	412	–	–	0.01%	378
2023 Q3	$36K	Hold	412	–	–	0.01%	421
2023 Q2	$39.4K	Hold	412	–	–	0.01%	396
2023 Q1	$39.4K	Sell	412 -563	-58%	-$55.8K	0.01%	382
2022 Q4	$91.7K	Buy	+975	New	+$92K	0.03%	274
2022 Q3	–	Sell	-1,007	Closed	-$97K	–	937
2022 Q2	$97K	Hold	1,007	–	–	0.03%	266
2022 Q1	$111K	Sell	1,007 -4	-0.4%	-$448	0.03%	284
2021 Q4	$107K	Buy	1,011 +544	+116%	+$56.5K	0.03%	301
2021 Q3	$46K	Sell	467 -506	-52%	-$51.6K	0.02%	234
2021 Q2	$99K	Hold	973	–	–	0.03%	242
2021 Q1	$90K	Buy	973 +918	+1,669%	+$79.9K	0.03%	233
2020 Q4	$5K	Buy	+55	New	+$4.26K	﹤0.01%	422

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

Concord Wealth Partners's RY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Royal Bank of Canada (RY) in Q2 2026: 207 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RY as recently as Q4 2025.

Concord Wealth Partners first reported a position in RY in Q4 2020 and has held it in 21 quarters since. The position peaked at $111K in Q1 2022. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Concord Wealth Partners held 207 shares of Royal Bank of Canada worth $42.8K as of Q2 2026.
Royal Bank of Canada was a new Concord Wealth Partners position in Q2 2026.
Royal Bank of Canada made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #382 holding.
Concord Wealth Partners first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Royal Bank of Canada position peaked at $111K in Q1 2022.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.