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 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

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

Heritage Wealth Advisors's RY Position: Q1 2026 in Review

Heritage Wealth Advisors held its Royal Bank of Canada (RY) position steady in Q1 2026 at 600 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Heritage Wealth Advisors first reported a position in RY in Q4 2020 and has held it in 13 quarters since. The position peaked at $102K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Heritage Wealth Advisors held 600 shares of Royal Bank of Canada worth $97.1K as of Q1 2026.
Heritage Wealth Advisors left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #258 holding.
Heritage Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 13 quarters since.
Heritage Wealth Advisors's Royal Bank of Canada position peaked at $102K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.