Jones Financial Companies
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Jones Financial Companies’s Royal Bank of Canada RY Stock Holding History

Jones Financial Companies’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 		$3.03M Sell
14,912
-2,416
-14% -$448K ﹤0.01% 1405
2026
Q1 		$2.74M Buy
17,328
+6,369
+58% +$1.07M ﹤0.01% 1296
2025
Q4 		$1.87M Buy
10,959
+2,482
+29% +$381K ﹤0.01% 980
2025
Q3 		$1.24M Buy
8,477
+2,006
+31% +$277K ﹤0.01% 1047
2025
Q2 		$840K Buy
6,471
+1,502
+30% +$184K ﹤0.01% 1069
2025
Q1 		$557K Buy
4,969
+959
+24% +$113K ﹤0.01% 1086
2024
Q4 		$483K Buy
4,010
+3,728
+1,322% +$460K ﹤0.01% 1012
2024
Q3 		$35K Buy
282
+273
+3,033% +$31.3K ﹤0.01% 1767
2024
Q2 		$957 Buy
+9
New +$926 ﹤0.01% 2287
2024
Q1 		– Sell
-100
Closed -$10.1K – 1443
2023
Q4 		$10.1K Buy
+100
New +$8.81K ﹤0.01% 678
2021
Q4 		– Sell
-443
Closed -$44K – 778
2021
Q3 		$44K Buy
443
+400
+930% +$40.8K ﹤0.01% 337
2021
Q2 		$4K Hold
43
– – ﹤0.01% 581
2021
Q1 		$4K Hold
43
– – ﹤0.01% 672
2020
Q4 		$4K Buy
+43
New +$3.33K ﹤0.01% 532
2017
Q2 		– Sell
-5,270
Closed -$384K – 226
2017
Q1 		$384K Buy
5,270
+270
+5% +$19.6K ﹤0.01% 177
2016
Q4 		$339K Buy
+5,000
New +$324K ﹤0.01% 193
2013
Q4 		– Sell
-185
Closed -$12K – 477
2013
Q3 		$12K Hold
185
– – ﹤0.01% 497
2013
Q2 		$11K Buy
+185
New +$11K ﹤0.01% 580

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 $100B AUM 36.93% 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 $62.3B AUM 44.64% 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 $199B AUM 37.98% 1-Year Est. Return

Jones Financial Companies's RY Position: Q2 2026 in Review

Jones Financial Companies reduced its Royal Bank of Canada (RY) stake by 14% in Q2 2026, selling an estimated $448K and leaving 14,912 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Jones Financial Companies first reported a position in RY in Q2 2013 and has held it in 18 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Jones Financial Companies held 14,912 shares of Royal Bank of Canada worth $3.03M as of Q2 2026.
  • Jones Financial Companies sold 2,416 Royal Bank of Canada shares in Q2 2026, an estimated $448K.
  • Royal Bank of Canada made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1405 holding.
  • Jones Financial Companies first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 18 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.