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Concurrent Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Concurrent Investment 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 		$871K Buy
4,209
+443
+12% +$82.2K 0.01% 1080
2026
Q1 		$609K Buy
3,766
+883
+31% +$148K 0.01% 1116
2025
Q4 		$492K Buy
2,883
+1,389
+93% +$213K 0.01% 1152
2025
Q3 		$220K Buy
+1,494
New +$206K ﹤0.01% 1302

Other funds holding RY

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Concurrent Investment Advisors's RY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Royal Bank of Canada (RY) stake by 12% in Q2 2026, buying an estimated $82.2K and bringing the position to 4,209 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1080.

Concurrent Investment Advisors first reported a position in RY in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Concurrent Investment Advisors held 4,209 shares of Royal Bank of Canada worth $871K as of Q2 2026.
  • Concurrent Investment Advisors bought 443 Royal Bank of Canada shares in Q2 2026, an estimated $82.2K.
  • Royal Bank of Canada made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1080 holding.
  • Concurrent Investment Advisors first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.