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Elevation Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Elevation Wealth Partners’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
Q3 		$18.7K Hold
95
– – 0.01% 705
2026
Q2 		$19.7K Buy
+95
New +$17.6K 0.01% 599

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Elevation Wealth Partners's RY Position: Q3 2026 in Review

Elevation Wealth Partners held its Royal Bank of Canada (RY) position steady in Q3 2026 at 95 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #705.

Elevation Wealth Partners first reported a position in RY in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.7K in Q2 2026. 38 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Elevation Wealth Partners held 95 shares of Royal Bank of Canada worth $18.7K as of Q3 2026.
  • Elevation Wealth Partners left its Royal Bank of Canada share count unchanged in Q3 2026.
  • Royal Bank of Canada made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #705 holding.
  • Elevation Wealth Partners first reported a position in Royal Bank of Canada in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Royal Bank of Canada position peaked at $19.7K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.