EWA
RY icon

EP Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

EP Wealth Advisors’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 		$679K Buy
3,281
+536
+20% +$99.4K ﹤0.01% 892
2026
Q1 		$444K Sell
2,745
-49
-2% -$8.2K ﹤0.01% 953
2025
Q4 		$476K Buy
+2,794
New +$429K ﹤0.01% 903
2025
Q2 		$402K Buy
3,058
+155
+5% +$19K ﹤0.01% 874
2025
Q1 		$327K Buy
2,903
+19
+0.7% +$2.24K ﹤0.01% 873
2024
Q4 		$348K Sell
2,884
-24
-0.8% -$2.96K ﹤0.01% 817
2024
Q3 		$363K Buy
2,908
+203
+8% +$23.3K ﹤0.01% 794
2024
Q2 		$288K Sell
2,705
-347
-11% -$35.7K ﹤0.01% 668
2024
Q1 		$308K Buy
3,052
+397
+15% +$39.2K ﹤0.01% 619
2023
Q4 		$269K Sell
2,655
-40
-1% -$3.52K ﹤0.01% 648
2023
Q3 		$236K Sell
2,695
-34,075
-93% -$3.17M ﹤0.01% 617
2023
Q2 		$257K Buy
36,770
+24,382
+197% +$2.33M ﹤0.01% 593
2023
Q1 		$250K Buy
12,388
+9,803
+379% +$971K ﹤0.01% 528
2022
Q4 		$243K Buy
+2,585
New +$244K ﹤0.01% 506
2022
Q3 		– Sell
-2,085
Closed -$202K – 570
2022
Q2 		$202K Hold
2,085
– – ﹤0.01% 571
2022
Q1 		$230K Hold
2,085
– – 0.01% 543
2021
Q4 		$221K Hold
2,085
– – 0.01% 515
2021
Q3 		$207K Hold
2,085
– – 0.01% 504
2021
Q2 		$211K Buy
+2,085
New +$207K 0.01% 506

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EP Wealth Advisors's RY Position: Q2 2026 in Review

EP Wealth Advisors increased its Royal Bank of Canada (RY) stake by 20% in Q2 2026, buying an estimated $99.4K and bringing the position to 3,281 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

EP Wealth Advisors first reported a position in RY in Q2 2021 and has held it in 19 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • EP Wealth Advisors held 3,281 shares of Royal Bank of Canada worth $679K as of Q2 2026.
  • EP Wealth Advisors bought 536 Royal Bank of Canada shares in Q2 2026, an estimated $99.4K.
  • Royal Bank of Canada made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #892 holding.
  • EP Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 19 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.