Key Financial Inc’s Royal Bank of Canada RY Stock Holding History

Key Financial Inc’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	$20.7K	Sell	100 -63	-39%	-$11.7K	﹤0.01%	723
2026 Q1	$26.4K	Buy	163 +63	+63%	+$10.5K	﹤0.01%	669
2025 Q4	$17K	Hold	100	–	–	﹤0.01%	750
2025 Q3	$14.7K	Hold	100	–	–	﹤0.01%	784
2025 Q2	$13.2K	Hold	100	–	–	﹤0.01%	778
2025 Q1	$11.3K	Hold	100	–	–	﹤0.01%	790
2024 Q4	$12.1K	Hold	100	–	–	﹤0.01%	777
2024 Q3	$12.5K	Hold	100	–	–	﹤0.01%	741
2024 Q2	$10.6K	Hold	100	–	–	﹤0.01%	758
2024 Q1	$10.1K	Hold	100	–	–	﹤0.01%	756
2023 Q4	$10.1K	Hold	100	–	–	﹤0.01%	732
2023 Q3	$8.74K	Sell	100 -125	-56%	-$11.6K	﹤0.01%	754
2023 Q2	$21.5K	Buy	225 +125	+125%	+$11.9K	0.01%	560
2023 Q1	$9.56K	Hold	100	–	–	﹤0.01%	693
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	649
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	658
2022 Q2	$10K	Hold	100	–	–	0.01%	637
2022 Q1	$11K	Hold	100	–	–	0.01%	617
2021 Q4	$11K	Hold	100	–	–	0.01%	575
2021 Q3	$10K	Buy	+100	New	+$10.2K	0.01%	582

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

Key Financial Inc's RY Position: Q2 2026 in Review

Key Financial Inc reduced its Royal Bank of Canada (RY) stake by 39% in Q2 2026, selling an estimated $11.7K and leaving 100 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Key Financial Inc first reported a position in RY in Q3 2021 and has held it in 20 quarters since. The position peaked at $26.4K in Q1 2026. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Key Financial Inc held 100 shares of Royal Bank of Canada worth $20.7K as of Q2 2026.
Key Financial Inc sold 63 Royal Bank of Canada shares in Q2 2026, an estimated $11.7K.
Royal Bank of Canada made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #723 holding.
Key Financial Inc first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's Royal Bank of Canada position peaked at $26.4K in Q1 2026.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.