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Cooper Financial Group’s Royal Bank of Canada RY Stock Holding History

Cooper Financial Group’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
Q3 		$346K Buy
1,760
+89
+5% +$18.5K 0.03% 317
2026
Q2 		$346K Buy
1,671
+402
+32% +$74.6K 0.03% 318
2026
Q1 		$205K Sell
1,269
-84
-6% -$14.1K 0.02% 409
2025
Q4 		$231K Buy
+1,353
New +$208K 0.02% 344

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Cooper Financial Group's RY Position: Q3 2026 in Review

Cooper Financial Group increased its Royal Bank of Canada (RY) stake by 5.3% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,760 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #317.

Cooper Financial Group first reported a position in RY in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Cooper Financial Group held 1,760 shares of Royal Bank of Canada worth $346K as of Q3 2026.
  • Cooper Financial Group bought 89 Royal Bank of Canada shares in Q3 2026, an estimated $18.5K.
  • Royal Bank of Canada made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #317 holding.
  • Cooper Financial Group first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.