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Global Wealth Strategies & Associates’s Royal Bank of Canada RY Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		$215K Buy
+1,095
New +$228K 0.04% 104
2026
Q2 		– Sell
-25
Closed -$4.04K – 383
2026
Q1 		$4.04K Hold
25
– – ﹤0.01% 370
2025
Q4 		$4.26K Hold
25
– – ﹤0.01% 379
2025
Q3 		$3.68K Buy
+25
New +$3.45K ﹤0.01% 357
2025
Q2 		– Sell
-11
Closed -$1.24K – 444
2025
Q1 		$1.24K Buy
+11
New +$1.29K ﹤0.01% 412

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Global Wealth Strategies & Associates's RY Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Royal Bank of Canada (RY) in Q3 2026: 1,095 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #104 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in RY as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in RY in Q1 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,095 shares of Royal Bank of Canada worth $215K as of Q3 2026.
  • Royal Bank of Canada was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Royal Bank of Canada made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #104 holding.
  • Global Wealth Strategies & Associates first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.