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 Q2	$5.77M	Buy	+27,854	New	+$5.17M	0.1%	211
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 $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

J.W. Cole Advisors's RY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Royal Bank of Canada (RY) in Q2 2026: 27,854 shares worth $5.77M. The stake represents 0.1% of the portfolio and ranks #211 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RY in Q4 2019 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

J.W. Cole Advisors held 27,854 shares of Royal Bank of Canada worth $5.77M as of Q2 2026.
Royal Bank of Canada was a new J.W. Cole Advisors position in Q2 2026.
Royal Bank of Canada made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #211 holding.
J.W. Cole Advisors first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 10 quarters since.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.