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 Q2	$923K	Sell	4,461 -1,269	-22%	-$235K	0.05%	165
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 $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

Guardian Wealth Advisors (North Carolina)'s RY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Royal Bank of Canada (RY) stake by 22% in Q2 2026, selling an estimated $235K and leaving 4,461 shares worth $923K. The position accounts for 0.05% of the portfolio, ranked #165.

Guardian Wealth Advisors (North Carolina) first reported a position in RY in Q2 2022 and has held it in 12 quarters since. The position peaked at $993K in Q4 2025. 989 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,461 shares of Royal Bank of Canada worth $923K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 1,269 Royal Bank of Canada shares in Q2 2026, an estimated $235K.
Royal Bank of Canada made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #165 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Royal Bank of Canada in Q2 2022 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s Royal Bank of Canada position peaked at $993K in Q4 2025.
989 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.