Integrated Wealth Concepts
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Integrated Wealth Concepts’s Royal Bank of Canada RY Stock Holding History

Integrated Wealth Concepts’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 		$2.02M Buy
9,738
+3,813
+64% +$707K 0.01% 843
2026
Q1 		$959K Buy
5,925
+535
+10% +$89.5K 0.01% 1142
2025
Q4 		$919K Sell
5,390
-1,387
-20% -$213K 0.01% 807
2025
Q3 		$998K Buy
6,777
+363
+6% +$50K 0.01% 983
2025
Q2 		$844K Buy
6,414
+321
+5% +$39.3K 0.01% 1017
2025
Q1 		$687K Sell
6,093
-1,265
-17% -$149K 0.01% 1005
2024
Q4 		$887K Sell
7,358
-890
-11% -$110K 0.01% 874
2024
Q3 		$1.03M Sell
8,248
-1,039
-11% -$119K 0.01% 792
2024
Q2 		$988K Sell
9,287
-1,680
-15% -$173K 0.01% 766
2024
Q1 		$1.11M Sell
10,967
-348
-3% -$34.3K 0.02% 710
2023
Q4 		$1.14M Sell
11,315
-1,613
-12% -$142K 0.02% 673
2023
Q3 		$1.13M Sell
12,928
-433
-3% -$40.3K 0.02% 644
2023
Q2 		$1.28M Buy
13,361
+300
+2% +$28.6K 0.02% 597
2023
Q1 		$1.25M Sell
13,061
-17,963
-58% -$1.78M 0.03% 540
2022
Q4 		$2.92M Buy
31,024
+213
+0.7% +$20.1K 0.08% 234
2022
Q3 		$2.77M Buy
30,811
+847
+3% +$81.2K 0.09% 213
2022
Q2 		$2.9M Buy
29,964
+187
+0.6% +$19.1K 0.09% 206
2022
Q1 		$3.28M Buy
29,777
+1,594
+6% +$179K 0.1% 178
2021
Q4 		$2.99M Buy
28,183
+3,370
+14% +$350K 0.09% 193
2021
Q3 		$2.47M Buy
24,813
+3,429
+16% +$349K 0.08% 208
2021
Q2 		$2.17M Sell
21,384
-43
-0.2% -$4.26K 0.08% 210
2021
Q1 		$1.98M Buy
21,427
+1,842
+9% +$160K 0.08% 189
2020
Q4 		$1.61M Buy
19,585
+917
+5% +$71K 0.08% 182
2020
Q3 		$1.31M Sell
18,668
-102
-0.5% -$7.33K 0.08% 173
2020
Q2 		$1.27M Buy
18,770
+1,295
+7% +$82.4K 0.09% 139
2020
Q1 		$1.08M Buy
17,475
+5,298
+44% +$393K 0.1% 128
2019
Q4 		$964K Buy
12,177
+6,994
+135% +$563K 0.08% 159
2019
Q3 		$421K Buy
5,183
+1,828
+54% +$143K 0.05% 236
2019
Q2 		$269K Buy
+3,355
New +$262K 0.04% 302

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 $91.6B AUM 30% 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 $62.4B AUM 44.75% 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 $200B AUM 38.1% 1-Year Est. Return

Integrated Wealth Concepts's RY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Royal Bank of Canada (RY) stake by 64% in Q2 2026, buying an estimated $707K and bringing the position to 9,738 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #843.

Integrated Wealth Concepts first reported a position in RY in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.28M in Q1 2022. 995 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Integrated Wealth Concepts held 9,738 shares of Royal Bank of Canada worth $2.02M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,813 Royal Bank of Canada shares in Q2 2026, an estimated $707K.
  • Royal Bank of Canada made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #843 holding.
  • Integrated Wealth Concepts first reported a position in Royal Bank of Canada in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Royal Bank of Canada position peaked at $3.28M in Q1 2022.
  • 995 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.