JFS Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

JFS Wealth 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	$94.4K	Buy	456 +14	+3%	+$2.6K	﹤0.01%	443
2026 Q1	$71.5K	Hold	442	–	–	﹤0.01%	454
2025 Q4	$75.4K	Hold	442	–	–	﹤0.01%	452
2025 Q3	$65.1K	Hold	442	–	–	﹤0.01%	465
2025 Q2	$58.1K	Buy	442 +37	+9%	+$4.53K	﹤0.01%	448
2025 Q1	$45.7K	Sell	405 -81	-17%	-$9.54K	﹤0.01%	492
2024 Q4	$58.6K	Buy	486 +81	+20%	+$10K	﹤0.01%	434
2024 Q3	$50.5K	Hold	405	–	–	﹤0.01%	467
2024 Q2	$43.1K	Hold	405	–	–	﹤0.01%	446
2024 Q1	$40.9K	Buy	405 +2	+0.5%	+$197	﹤0.01%	470
2023 Q4	$40.8K	Buy	403 +97	+32%	+$8.55K	﹤0.01%	439
2023 Q3	$26.8K	Sell	306 -128	-29%	-$11.9K	﹤0.01%	480
2023 Q2	$41.5K	Buy	434 +64	+17%	+$6.11K	﹤0.01%	397
2023 Q1	$35.4K	Buy	370 +22	+6%	+$2.18K	﹤0.01%	418
2022 Q4	$32.7K	Sell	348 -21	-6%	-$1.98K	﹤0.01%	431
2022 Q3	$33K	Sell	369 -188	-34%	-$18K	﹤0.01%	461
2022 Q2	$54K	Buy	557 +84	+18%	+$8.59K	0.01%	387
2022 Q1	$52K	Buy	473 +346	+272%	+$38.8K	﹤0.01%	419
2021 Q4	$13K	Buy	+127	New	+$13.2K	﹤0.01%	648

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

JFS Wealth Advisors's RY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Royal Bank of Canada (RY) stake by 3.2% in Q2 2026, buying an estimated $2.6K and bringing the position to 456 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

JFS Wealth Advisors first reported a position in RY in Q4 2021 and has held it in 19 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

JFS Wealth Advisors held 456 shares of Royal Bank of Canada worth $94.4K as of Q2 2026.
JFS Wealth Advisors bought 14 Royal Bank of Canada shares in Q2 2026, an estimated $2.6K.
Royal Bank of Canada made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #443 holding.
JFS Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 19 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.