Cornerstone Planning Group’s Royal Bank of Canada RY Stock Holding History

Cornerstone Planning 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 Q2	$57.9K	Sell	274 -13	-5%	-$2.41K	0.01%	373
2026 Q1	$51.2K	Buy	287 +40	+16%	+$6.69K	0.01%	394
2025 Q4	$41.1K	Buy	247 +88	+55%	+$13.5K	0.01%	394
2025 Q3	$45.4K	Sell	159 -17	-10%	-$2.34K	0.01%	368
2025 Q2	$23K	Buy	176 +61	+53%	+$7.46K	﹤0.01%	388
2025 Q1	$13.5K	Sell	115 -6	-5%	-$707	﹤0.01%	491
2024 Q4	$14.8K	Buy	121 +4	+3%	+$494	﹤0.01%	357
2024 Q3	$14.4K	Sell	117 -587	-83%	-$67.4K	﹤0.01%	354
2024 Q2	$74.4K	Buy	704 +670	+1,971%	+$68.9K	0.02%	158
2024 Q1	$3.44K	Buy	34 +20	+143%	+$1.97K	﹤0.01%	580
2023 Q4	$1.42K	Buy	+14	New	+$1.23K	﹤0.01%	679

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

Cornerstone Planning Group's RY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Royal Bank of Canada (RY) stake by 4.5% in Q2 2026, selling an estimated $2.41K and leaving 274 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Cornerstone Planning Group first reported a position in RY in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.4K in Q2 2024. 989 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Cornerstone Planning Group held 274 shares of Royal Bank of Canada worth $57.9K as of Q2 2026.
Cornerstone Planning Group sold 13 Royal Bank of Canada shares in Q2 2026, an estimated $2.41K.
Royal Bank of Canada made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #373 holding.
Cornerstone Planning Group first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 11 quarters since.
Cornerstone Planning Group's Royal Bank of Canada position peaked at $74.4K in Q2 2024.
989 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.