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Diversify Advisory Services’s Royal Bank of Canada RY Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,336
Closed -$226K – 713
2025
Q4 		$226K Sell
1,336
-724
-35% -$111K 0.01% 833
2025
Q3 		$304K Sell
2,060
-1,625
-44% -$224K 0.01% 720
2025
Q2 		$497K Buy
+3,685
New +$451K 0.02% 534

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

Diversify Advisory Services's RY Position: Q1 2026 in Review

Diversify Advisory Services sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 1,336 shares — an estimated $226K sold.

Diversify Advisory Services first reported a position in RY in Q2 2025 and held it in 3 quarters. The position peaked at $497K in Q2 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Diversify Advisory Services reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,336 Royal Bank of Canada shares in Q1 2026, an estimated $226K.
  • Diversify Advisory Services first reported a position in Royal Bank of Canada in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Royal Bank of Canada position peaked at $497K in Q2 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.