GeoWealth Management’s Royal Bank of Canada RY Stock Holding History

GeoWealth Management’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	$910K	Sell	4,398 -332	-7%	-$61.6K	0.03%	347
2026 Q1	$765K	Buy	4,730 +1,255	+36%	+$210K	0.03%	367
2025 Q4	$592K	Buy	+3,475	New	+$534K	0.02%	400
2025 Q3	–	Sell	-1,307	Closed	-$172K	–	1133
2025 Q2	$172K	Buy	1,307 +470	+56%	+$57.5K	0.01%	705
2025 Q1	$94.3K	Sell	837 -6	-0.7%	-$707	﹤0.01%	796
2024 Q4	$102K	Buy	843 +662	+366%	+$81.7K	﹤0.01%	959
2024 Q3	$22.6K	Buy	+181	New	+$20.8K	﹤0.01%	1258

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

GeoWealth Management's RY Position: Q2 2026 in Review

GeoWealth Management reduced its Royal Bank of Canada (RY) stake by 7% in Q2 2026, selling an estimated $61.6K and leaving 4,398 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #347.

GeoWealth Management first reported a position in RY in Q3 2024 and has held it in 7 quarters since. 989 funds tracked by Wall St. Rank hold RY as of Q2 2026.

GeoWealth Management held 4,398 shares of Royal Bank of Canada worth $910K as of Q2 2026.
GeoWealth Management sold 332 Royal Bank of Canada shares in Q2 2026, an estimated $61.6K.
Royal Bank of Canada made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #347 holding.
GeoWealth Management first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
989 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.