IAA
RY icon

Independent Advisor Alliance’s Royal Bank of Canada RY Stock Holding History

Independent Advisor Alliance’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 		$1.81M Sell
11,169
-4,121
-27% -$689K 0.02% 592
2025
Q4 		$2.61M Buy
15,290
+1,260
+9% +$193K 0.06% 253
2025
Q3 		$2.07M Sell
14,030
-1,335
-9% -$184K 0.05% 285
2025
Q2 		$2.02M Buy
15,365
+770
+5% +$94.2K 0.06% 275
2025
Q1 		$1.65M Sell
14,595
-2,787
-16% -$328K 0.05% 287
2024
Q4 		$2.09M Buy
17,382
+148
+0.9% +$18.3K 0.03% 498
2024
Q3 		$2.15M Sell
17,234
-6,073
-26% -$697K 0.08% 214
2024
Q2 		$2.48M Buy
23,307
+196
+0.8% +$20.2K 0.08% 193
2024
Q1 		$2.33M Sell
23,111
-837
-3% -$82.6K 0.08% 198
2023
Q4 		$2.42M Buy
23,948
+19,900
+492% +$1.75M 0.09% 188
2023
Q3 		$354K Sell
4,048
-263
-6% -$24.5K 0.02% 480
2023
Q2 		$412K Sell
4,311
-162
-4% -$15.5K 0.02% 462
2023
Q1 		$427K Buy
+4,473
New +$443K 0.02% 453
2022
Q4 		– Sell
-4,459
Closed -$401K – 591
2022
Q3 		$401K Sell
4,459
-184
-4% -$17.6K 0.02% 420
2022
Q2 		$450K Buy
4,643
+25
+0.5% +$2.56K 0.03% 394
2022
Q1 		$509K Sell
4,618
-2,027
-31% -$227K 0.02% 389
2021
Q4 		$705K Buy
6,645
+150
+2% +$15.6K 0.03% 324
2021
Q3 		$646K Buy
6,495
+214
+3% +$21.8K 0.04% 326
2021
Q2 		$636K Buy
6,281
+290
+5% +$28.7K 0.03% 342
2021
Q1 		$552K Sell
5,991
-1,056
-15% -$91.9K 0.03% 349
2020
Q4 		$578K Buy
7,047
+1,560
+28% +$121K 0.04% 321
2020
Q3 		$385K Sell
5,487
-6,098
-53% -$438K 0.03% 344
2020
Q2 		$785K Sell
11,585
-150
-1% -$9.54K 0.08% 199
2020
Q1 		$722K Sell
11,735
-486
-4% -$36.1K 0.11% 158
2019
Q4 		$968K Buy
12,221
+1,682
+16% +$135K 0.04% 376
2019
Q3 		$855K Sell
10,539
-125
-1% -$9.76K 0.1% 174
2019
Q2 		$847K Sell
10,664
-107
-1% -$8.36K 0.12% 164
2019
Q1 		$814K Sell
10,771
-154
-1% -$11.6K 0.11% 171
2018
Q4 		$749K Sell
10,925
-381
-3% -$27.8K 0.13% 155
2018
Q3 		$897K Sell
11,306
-342
-3% -$26.8K 0.16% 138
2018
Q2 		$865K Buy
11,648
+156
+1% +$11.9K 0.18% 133
2018
Q1 		$879K Sell
11,492
-164
-1% -$13.3K 0.2% 128
2017
Q4 		$979K Buy
11,656
+3,718
+47% +$295K 0.22% 111
2017
Q3 		$617K Buy
7,938
+613
+8% +$45.8K 0.17% 141
2017
Q2 		$539K Sell
7,325
-84
-1% -$5.89K 0.17% 138
2017
Q1 		$535K Buy
+7,409
New +$537K 0.08% 225

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's RY Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Royal Bank of Canada (RY) stake by 27% in Q1 2026, selling an estimated $689K and leaving 11,169 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #592.

Independent Advisor Alliance first reported a position in RY in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.61M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Independent Advisor Alliance held 11,169 shares of Royal Bank of Canada worth $1.81M as of Q1 2026.
  • Independent Advisor Alliance sold 4,121 Royal Bank of Canada shares in Q1 2026, an estimated $689K.
  • Royal Bank of Canada made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #592 holding.
  • Independent Advisor Alliance first reported a position in Royal Bank of Canada in Q1 2017 and has held it in 36 quarters since.
  • Independent Advisor Alliance's Royal Bank of Canada position peaked at $2.61M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.