Great Valley Advisor Group’s Royal Bank of Canada RY Stock Holding History

Great Valley Advisor Group’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	$1.4M	Buy	6,761 +33	+0.5%	+$6.12K	0.02%	481
2026 Q1	$1.09M	Sell	6,728 -22	-0.3%	-$3.68K	0.02%	500
2025 Q4	$1.15M	Sell	6,750 -602	-8%	-$92.4K	0.02%	454
2025 Q3	$1.08M	Sell	7,352 -200	-3%	-$27.6K	0.02%	460
2025 Q2	$994K	Sell	7,552 -1,635	-18%	-$200K	0.02%	463
2025 Q1	$1.04M	Sell	9,187 -1,257	-12%	-$148K	0.02%	447
2024 Q4	$1.26M	Sell	10,444 -1,715	-14%	-$212K	0.03%	394
2024 Q3	$1.52M	Sell	12,159 -21,584	-64%	-$2.48M	0.04%	352
2024 Q2	$3.59M	Buy	33,743 +3,028	+10%	+$311K	0.1%	211
2024 Q1	$3.1M	Buy	30,715 +13,385	+77%	+$1.32M	0.09%	217
2023 Q4	$1.75M	Buy	+17,330	New	+$1.53M	0.06%	259

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

Great Valley Advisor Group's RY Position: Q2 2026 in Review

Great Valley Advisor Group increased its Royal Bank of Canada (RY) stake by 0.49% in Q2 2026, buying an estimated $6.12K and bringing the position to 6,761 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #481.

Great Valley Advisor Group first reported a position in RY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q2 2024. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Great Valley Advisor Group held 6,761 shares of Royal Bank of Canada worth $1.4M as of Q2 2026.
Great Valley Advisor Group bought 33 Royal Bank of Canada shares in Q2 2026, an estimated $6.12K.
Royal Bank of Canada made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #481 holding.
Great Valley Advisor Group first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's Royal Bank of Canada position peaked at $3.59M in Q2 2024.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.