Guardian Wealth Advisors (North Carolina)’s Royal Bank of Canada RY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$927K	Sell	5,730 -93	-2%	-$15.6K	0.06%	161
2025 Q4	$993K	Buy	5,823 +3,663	+170%	+$563K	0.06%	153
2025 Q3	$318K	Buy	+2,160	New	+$298K	0.02%	280
2024 Q2	–	Sell	-5,377	Closed	-$542K	–	460
2024 Q1	$542K	Hold	5,377	–	–	0.07%	144
2023 Q4	$544K	Hold	5,377	–	–	0.08%	126
2023 Q3	$470K	Hold	5,377	–	–	0.08%	128
2023 Q2	$514K	Hold	5,377	–	–	0.09%	121
2023 Q1	$514K	Hold	5,377	–	–	0.09%	113
2022 Q4	$506K	Hold	5,377	–	–	0.1%	110
2022 Q3	$484K	Hold	5,377	–	–	0.09%	105
2022 Q2	$521K	Buy	+5,377	New	+$550K	0.1%	103

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Royal Bank of Canada (RY) stake by 1.6% in Q1 2026, selling an estimated $15.6K and leaving 5,730 shares worth $927K. The position accounts for 0.06% of the portfolio, ranked #161.

Guardian Wealth Advisors (North Carolina) first reported a position in RY in Q2 2022 and has held it in 11 quarters since. The position peaked at $993K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 5,730 shares of Royal Bank of Canada worth $927K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 93 Royal Bank of Canada shares in Q1 2026, an estimated $15.6K.
Royal Bank of Canada made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #161 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Royal Bank of Canada in Q2 2022 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Royal Bank of Canada position peaked at $993K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.