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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's RY Position: Q1 2026 in Review

Cornerstone Planning Group increased its Royal Bank of Canada (RY) stake by 16% in Q1 2026, buying an estimated $6.69K and bringing the position to 287 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #394.

Cornerstone Planning Group first reported a position in RY in Q4 2023 and has held it in 10 quarters since. The position peaked at $74.4K in Q2 2024. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Cornerstone Planning Group held 287 shares of Royal Bank of Canada worth $51.2K as of Q1 2026.
  • Cornerstone Planning Group bought 40 Royal Bank of Canada shares in Q1 2026, an estimated $6.69K.
  • Royal Bank of Canada made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #394 holding.
  • Cornerstone Planning Group first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Royal Bank of Canada position peaked at $74.4K in Q2 2024.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.