Creative Planning’s Royal Bank of Canada RY Stock Holding History

Creative Planning’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
2019 Q3	–	Sell	-5,000	Closed	-$1K	–	2088
2019 Q2	$1K	Buy	+5,000	New	+$391K	﹤0.01%	2005

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

Creative Planning's RY Position: Q2 2026 in Review

Creative Planning increased its Royal Bank of Canada (RY) stake by 6.9% in Q2 2026, buying an estimated $3.79M and bringing the position to 316,346 shares worth $65.5M. The position accounts for 0.04% of the portfolio, ranked #195.

Creative Planning first reported a position in RY in Q2 2013 and has held it in 53 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Creative Planning held 316,346 shares of Royal Bank of Canada worth $65.5M as of Q2 2026.
Creative Planning bought 20,439 Royal Bank of Canada shares in Q2 2026, an estimated $3.79M.
Royal Bank of Canada made up 0.04% of Creative Planning's portfolio in Q2 2026, its #195 holding.
Creative Planning first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 53 quarters since.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.