Heritage Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Heritage Wealth Advisors’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	–	Sell	-600	Closed	-$124K	–	524
2026 Q2	$124K	Hold	600	–	–	﹤0.01%	248
2026 Q1	$97.1K	Hold	600	–	–	﹤0.01%	258
2025 Q4	$102K	Hold	600	–	–	﹤0.01%	267
2025 Q3	$88.4K	Hold	600	–	–	﹤0.01%	254
2025 Q2	$78.9K	Hold	600	–	–	﹤0.01%	260
2025 Q1	$67.6K	Hold	600	–	–	﹤0.01%	277
2024 Q4	$72.3K	Hold	600	–	–	﹤0.01%	279
2024 Q3	$74.8K	Hold	600	–	–	﹤0.01%	292
2024 Q2	$63.8K	Hold	600	–	–	﹤0.01%	291
2024 Q1	$60.5K	Hold	600	–	–	﹤0.01%	309
2023 Q4	$60.7K	Buy	+600	New	+$52.9K	﹤0.01%	320
2021 Q3	–	Sell	-20	Closed	-$2.03K	–	567
2021 Q2	$2.03K	Hold	20	–	–	﹤0.01%	509
2021 Q1	$1.84K	Hold	20	–	–	﹤0.01%	524
2020 Q4	$2K	Buy	+20	New	+$1.55K	﹤0.01%	517

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Heritage Wealth Advisors's RY Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Royal Bank of Canada (RY) in Q3 2026, closing a stake of 600 shares — an estimated $124K sold.

Heritage Wealth Advisors first reported a position in RY in Q4 2020 and held it in 14 quarters. The position peaked at $124K in Q2 2026. 639 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Heritage Wealth Advisors reported no remaining Royal Bank of Canada position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 600 Royal Bank of Canada shares in Q3 2026, an estimated $124K.
Heritage Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2020 and held it in 14 quarters.
Heritage Wealth Advisors's Royal Bank of Canada position peaked at $124K in Q2 2026.
639 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.