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Independent Financial Group’s Royal Bank of Canada RY Stock Holding History

Independent Financial Group’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 		$338K Sell
1,635
-225
-12% -$41.7K 0.01% 1181
2026
Q1 		$301K Buy
1,860
+100
+6% +$16.7K 0.01% 1157
2025
Q4 		$300K Buy
1,760
+100
+6% +$15.4K 0.01% 1149
2025
Q3 		$245K Buy
1,660
+20
+1% +$2.76K 0.01% 1187
2025
Q2 		$216K Buy
+1,640
New +$201K 0.01% 1190

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Independent Financial Group reduced its Royal Bank of Canada (RY) stake by 12% in Q2 2026, selling an estimated $41.7K and leaving 1,635 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1181.

Independent Financial Group first reported a position in RY in Q2 2025 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Independent Financial Group held 1,635 shares of Royal Bank of Canada worth $338K as of Q2 2026.
  • Independent Financial Group sold 225 Royal Bank of Canada shares in Q2 2026, an estimated $41.7K.
  • Royal Bank of Canada made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1181 holding.
  • Independent Financial Group first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 5 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

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