J.W. Cole Advisors’s Royal Bank of Canada RY Stock Holding History

J.W. Cole Advisors’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 Q1	–	Sell	-27,544	Closed	-$4.68M	–	1344
2025 Q4	$4.68M	Buy	27,544 +339	+1%	+$52.1K	0.11%	181
2025 Q3	$4.01M	Sell	27,205 -636	-2%	-$87.7K	0.08%	253
2025 Q2	$3.66M	Buy	27,841 +245	+0.9%	+$30K	0.08%	248
2025 Q1	$3.11M	Buy	+27,596	New	+$3.25M	0.1%	217
2021 Q2	–	Sell	-6,656	Closed	-$614K	–	759
2021 Q1	$614K	Buy	6,656 +400	+6%	+$34.8K	0.06%	335
2020 Q4	$513K	Sell	6,256 -8,030	-56%	-$621K	0.05%	340
2020 Q3	$1M	Buy	+14,286	New	+$1.03M	0.08%	252
2020 Q2	–	Sell	-4,944	Closed	-$304K	–	317
2020 Q1	$304K	Sell	4,944 -1,696	-26%	-$126K	0.59%	51
2019 Q4	$526K	Buy	+6,640	New	+$535K	0.07%	294

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J.W. Cole Advisors's RY Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 27,544 shares — an estimated $4.68M sold.

J.W. Cole Advisors first reported a position in RY in Q4 2019 and held it in 9 quarters. The position peaked at $4.68M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

J.W. Cole Advisors reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 27,544 Royal Bank of Canada shares in Q1 2026, an estimated $4.68M.
J.W. Cole Advisors first reported a position in Royal Bank of Canada in Q4 2019 and held it in 9 quarters.
J.W. Cole Advisors's Royal Bank of Canada position peaked at $4.68M in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.