Institute for Wealth Management’s Royal Bank of Canada RY Stock Holding History

Institute for 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	$70.6K	Buy	+341	New	+$63.3K	0.01%	783

Other funds holding RY

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Institute for Wealth Management's RY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Royal Bank of Canada (RY) in Q2 2026: 341 shares worth $70.6K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings.

590 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Institute for Wealth Management held 341 shares of Royal Bank of Canada worth $70.6K as of Q2 2026.
Royal Bank of Canada was a new Institute for Wealth Management position in Q2 2026.
Royal Bank of Canada made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #783 holding.
590 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.