First Heartland Consultants’s Royal Bank of Canada RY Stock Holding History

First Heartland Consultants’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	$305K	Buy	1,475 +8	+0.5%	+$1.48K	0.02%	463
2026 Q1	$237K	Buy	1,467 +8	+0.5%	+$1.34K	0.02%	469
2025 Q4	$249K	Buy	1,459 +9	+0.6%	+$1.38K	0.02%	467
2025 Q3	$214K	Buy	+1,450	New	+$200K	0.02%	493
2025 Q1	–	Sell	-3,694	Closed	-$445K	–	477
2024 Q4	$445K	Buy	3,694 +33	+0.9%	+$4.07K	0.05%	259
2024 Q3	$457K	Buy	3,661 +9	+0.2%	+$1.03K	0.05%	260
2024 Q2	$389	Buy	3,652 +32	+0.9%	+$3.29K	0.03%	301
2024 Q1	$365K	Buy	3,620 +4	+0.1%	+$395	0.04%	301
2023 Q4	$366K	Sell	3,616 -12	-0.3%	-$1.06K	0.04%	259
2023 Q3	$317K	Buy	3,628 +33	+0.9%	+$3.07K	0.04%	281
2023 Q2	$343K	Buy	+3,595	New	+$343K	0.04%	263

Other funds holding RY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

First Heartland Consultants's RY Position: Q2 2026 in Review

First Heartland Consultants increased its Royal Bank of Canada (RY) stake by 0.55% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,475 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #463.

First Heartland Consultants first reported a position in RY in Q2 2023 and has held it in 11 quarters since. The position peaked at $457K in Q3 2024. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

First Heartland Consultants held 1,475 shares of Royal Bank of Canada worth $305K as of Q2 2026.
First Heartland Consultants bought 8 Royal Bank of Canada shares in Q2 2026, an estimated $1.48K.
Royal Bank of Canada made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #463 holding.
First Heartland Consultants first reported a position in Royal Bank of Canada in Q2 2023 and has held it in 11 quarters since.
First Heartland Consultants's Royal Bank of Canada position peaked at $457K in Q3 2024.
266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.