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

EverSource 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 		$927K Sell
4,481
-2,520
-36% -$468K 0.03% 369
2026
Q1 		$1.13M Buy
7,001
+1,524
+28% +$255K 0.03% 350
2025
Q4 		$934K Buy
5,477
+641
+13% +$98.4K 0.03% 357
2025
Q3 		$713K Buy
4,836
+74
+2% +$10.2K 0.03% 397
2025
Q2 		$627K Buy
4,762
+1,513
+47% +$185K 0.03% 387
2025
Q1 		$366K Buy
3,249
+1,621
+100% +$191K 0.02% 460
2024
Q4 		$196K Buy
1,628
+157
+11% +$19.4K 0.01% 664
2024
Q3 		$184K Buy
1,471
+130
+10% +$14.9K 0.01% 589
2024
Q2 		$150K Buy
1,341
+253
+23% +$26K 0.01% 659
2024
Q1 		$105K Buy
1,088
+372
+52% +$36.7K 0.01% 681
2023
Q4 		$72.4K Buy
716
+471
+192% +$41.5K 0.01% 760
2023
Q3 		$21.4K Buy
245
+182
+289% +$16.9K ﹤0.01% 1097
2023
Q2 		$6.02K Sell
63
-174
-73% -$16.6K ﹤0.01% 1648
2023
Q1 		$22.7K Buy
237
+8
+3% +$793 ﹤0.01% 1037
2022
Q4 		$21.5K Buy
229
+84
+58% +$7.93K ﹤0.01% 1044
2022
Q3 		$13K Sell
145
-77
-35% -$7.38K ﹤0.01% 1052
2022
Q2 		$21K Buy
222
+48
+28% +$4.91K 0.01% 817
2022
Q1 		$19K Hold
174
– – ﹤0.01% 726
2021
Q4 		$19K Buy
+174
New +$18.1K 0.01% 716

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

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

EverSource Wealth Advisors reduced its Royal Bank of Canada (RY) stake by 36% in Q2 2026, selling an estimated $468K and leaving 4,481 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #369.

EverSource Wealth Advisors first reported a position in RY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q1 2026. 989 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • EverSource Wealth Advisors held 4,481 shares of Royal Bank of Canada worth $927K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,520 Royal Bank of Canada shares in Q2 2026, an estimated $468K.
  • Royal Bank of Canada made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • EverSource Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Royal Bank of Canada position peaked at $1.13M in Q1 2026.
  • 989 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.