Corient IA’s Royal Bank of Canada RY Stock Holding History

Corient IA’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	$145K	Sell	700 -1,290	-65%	-$239K	0.13%	197
2026 Q1	$322K	Hold	1,990	–	–	0.3%	123
2025 Q4	$339K	Sell	1,990 -1,010	-34%	-$155K	0.32%	132
2025 Q3	$442K	Hold	3,000	–	–	0.33%	118
2025 Q2	$395K	Hold	3,000	–	–	0.23%	170
2025 Q1	$338K	Buy	+3,000	New	+$353K	0.24%	176

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

Corient IA's RY Position: Q2 2026 in Review

Corient IA reduced its Royal Bank of Canada (RY) stake by 65% in Q2 2026, selling an estimated $239K and leaving 700 shares worth $145K. The position accounts for 0.13% of the portfolio, ranked #197.

Corient IA first reported a position in RY in Q1 2025 and has held it in 6 quarters since. The position peaked at $442K in Q3 2025. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Corient IA held 700 shares of Royal Bank of Canada worth $145K as of Q2 2026.
Corient IA sold 1,290 Royal Bank of Canada shares in Q2 2026, an estimated $239K.
Royal Bank of Canada made up 0.13% of Corient IA's portfolio in Q2 2026, its #197 holding.
Corient IA first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 6 quarters since.
Corient IA's Royal Bank of Canada position peaked at $442K in Q3 2025.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.