Intentional Wealth Strategies’s Royal Bank of Canada RY Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-801	Closed	-$130K	–	731
2026 Q1	$130K	Buy	+801	New	+$134K	0.12%	82

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Intentional Wealth Strategies's RY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 801 shares — an estimated $130K sold.

Intentional Wealth Strategies first reported a position in RY in Q1 2026 and held it in 1 quarter. The position peaked at $130K in Q1 2026. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Intentional Wealth Strategies reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 801 Royal Bank of Canada shares in Q2 2026, an estimated $130K.
Intentional Wealth Strategies first reported a position in Royal Bank of Canada in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Royal Bank of Canada position peaked at $130K in Q1 2026.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

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