Elwood & Goetz Wealth Advisory Group’s Royal Bank of Canada RY Stock Holding History

Elwood & Goetz Wealth Advisory 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	$342K	Buy	1,654 +110	+7%	+$20.4K	0.05%	111
2026 Q1	$250K	Sell	1,544 -11	-0.7%	-$1.84K	0.04%	124
2025 Q4	$265K	Buy	1,555 +98	+7%	+$15.1K	0.05%	116
2025 Q3	$215K	Buy	+1,457	New	+$201K	0.04%	125

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

Elwood & Goetz Wealth Advisory Group's RY Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Royal Bank of Canada (RY) stake by 7.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,654 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #111.

Elwood & Goetz Wealth Advisory Group first reported a position in RY in Q3 2025 and has held it in 4 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,654 shares of Royal Bank of Canada worth $342K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 110 Royal Bank of Canada shares in Q2 2026, an estimated $20.4K.
Royal Bank of Canada made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #111 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 4 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.