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Independent Financial Group’s Royal Caribbean RCL Stock Holding History

Independent Financial Group’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$995K Sell
3,132
-16
-0.5% -$4.47K 0.02% 690
2026
Q1 		$866K Sell
3,148
-174
-5% -$51.8K 0.02% 679
2025
Q4 		$927K Sell
3,322
-2,288
-41% -$646K 0.02% 646
2025
Q3 		$1.82M Buy
5,610
+2,775
+98% +$927K 0.04% 413
2025
Q2 		$888K Buy
2,835
+210
+8% +$50K 0.02% 583
2025
Q1 		$539K Sell
2,625
-3,326
-56% -$785K 0.02% 681
2024
Q4 		$1.37M Sell
5,951
-216
-4% -$47.8K 0.05% 392
2024
Q3 		$1.09M Buy
6,167
+3,497
+131% +$567K 0.04% 417
2024
Q2 		$426K Sell
2,670
-1,474
-36% -$212K 0.02% 667
2024
Q1 		$576K Buy
4,144
+1,599
+63% +$200K 0.03% 542
2023
Q4 		$330K Sell
2,545
-1,584
-38% -$161K 0.02% 681
2023
Q3 		$380K Buy
4,129
+410
+11% +$41.1K 0.02% 572
2023
Q2 		$386K Buy
+3,719
New +$292K 0.03% 548
2022
Q2 		– Sell
-5,750
Closed -$482K – 798
2022
Q1 		$482K Buy
+5,750
New +$453K 0.04% 440

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's RCL Position: Q2 2026 in Review

Independent Financial Group reduced its Royal Caribbean (RCL) stake by 0.51% in Q2 2026, selling an estimated $4.47K and leaving 3,132 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #690.

Independent Financial Group first reported a position in RCL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Independent Financial Group held 3,132 shares of Royal Caribbean worth $995K as of Q2 2026.
  • Independent Financial Group sold 16 Royal Caribbean shares in Q2 2026, an estimated $4.47K.
  • Royal Caribbean made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #690 holding.
  • Independent Financial Group first reported a position in Royal Caribbean in Q1 2022 and has held it in 14 quarters since.
  • Independent Financial Group's Royal Caribbean position peaked at $1.82M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.