ISWM
RY icon

Independent Solutions Wealth Management’s Royal Bank of Canada RY Stock Holding History

Independent Solutions Wealth Management’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 		$1.93M Sell
9,336
-50
-0.5% -$9.28K 0.25% 100
2026
Q1 		$1.52M Sell
9,386
-35
-0.4% -$5.86K 0.22% 106
2025
Q4 		$1.61M Sell
9,421
-37
-0.4% -$5.68K 0.3% 93
2025
Q3 		$1.39M Sell
9,458
-103
-1% -$14.2K 0.25% 100
2025
Q2 		$1.26M Sell
9,561
-137
-1% -$16.8K 0.25% 102
2025
Q1 		$1.09M Sell
9,698
-964
-9% -$114K 0.24% 104
2024
Q4 		$1.28M Sell
10,662
-60
-0.6% -$7.41K 0.28% 100
2024
Q3 		$1.34M Sell
10,722
-935
-8% -$107K 0.3% 89
2024
Q2 		$1.24M Sell
11,657
-803
-6% -$82.6K 0.28% 93
2024
Q1 		$1.26M Sell
12,460
-1,124
-8% -$111K 0.3% 88
2023
Q4 		$1.37M Sell
13,584
-2,153
-14% -$190K 0.35% 78
2023
Q3 		$1.38M Sell
15,737
-927
-6% -$86.2K 0.36% 67
2023
Q2 		$1.59M Sell
16,664
-200
-1% -$19.1K 0.4% 58
2023
Q1 		$1.61M Sell
16,864
-610
-3% -$60.5K 0.48% 55
2022
Q4 		$1.64M Sell
17,474
-638
-4% -$60.2K 0.5% 50
2022
Q3 		$1.63M Buy
18,112
+67
+0.4% +$6.42K 0.53% 50
2022
Q2 		$1.75M Buy
18,045
+698
+4% +$71.4K 0.54% 50
2022
Q1 		$1.91M Buy
17,347
+163
+0.9% +$18.3K 0.45% 52
2021
Q4 		$1.82M Buy
17,184
+1,658
+11% +$172K 0.43% 61
2021
Q3 		$1.54M Buy
15,526
+58
+0.4% +$5.91K 0.38% 65
2021
Q2 		$1.57M Sell
15,468
-3,645
-19% -$361K 0.38% 62
2021
Q1 		$1.76M Buy
19,113
+3,727
+24% +$324K 0.48% 51
2020
Q4 		$1.26M Buy
15,386
+3,703
+32% +$287K 0.39% 58
2020
Q3 		$819K Sell
11,683
-1,046
-8% -$75.2K 0.31% 67
2020
Q2 		$863K Buy
12,729
+3,299
+35% +$210K 0.37% 55
2020
Q1 		$580K Sell
9,430
-174
-2% -$12.9K 0.32% 61
2019
Q4 		$761K Buy
+9,604
New +$774K 0.34% 61

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 Solutions Wealth Management's RY Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Royal Bank of Canada (RY) stake by 0.53% in Q2 2026, selling an estimated $9.28K and leaving 9,336 shares worth $1.93M. The position accounts for 0.25% of the portfolio, ranked #100.

Independent Solutions Wealth Management first reported a position in RY in Q4 2019 and has held it in 27 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Independent Solutions Wealth Management held 9,336 shares of Royal Bank of Canada worth $1.93M as of Q2 2026.
  • Independent Solutions Wealth Management sold 50 Royal Bank of Canada shares in Q2 2026, an estimated $9.28K.
  • Royal Bank of Canada made up 0.25% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Independent Solutions Wealth Management first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 27 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.