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

Kingswood 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	$458K	Sell	2,211 -25	-1%	-$4.64K	0.02%	632
2026 Q1	$362K	Sell	2,236 -98	-4%	-$16.4K	0.02%	651
2025 Q4	$398K	Hold	2,334	–	–	0.02%	596
2025 Q3	$344K	Buy	2,334 +744	+47%	+$103K	0.02%	580
2025 Q2	$209K	Buy	+1,590	New	+$194K	0.02%	690
2025 Q1	–	Sell	-2,923	Closed	-$352K	–	811
2024 Q4	$352K	Buy	2,923 +1,287	+79%	+$159K	0.03%	552
2024 Q3	$203K	Buy	+1,636	New	+$188K	0.01%	659

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

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

Kingswood Wealth Advisors reduced its Royal Bank of Canada (RY) stake by 1.1% in Q2 2026, selling an estimated $4.64K and leaving 2,211 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #632.

Kingswood Wealth Advisors first reported a position in RY in Q3 2024 and has held it in 7 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Kingswood Wealth Advisors held 2,211 shares of Royal Bank of Canada worth $458K as of Q2 2026.
Kingswood Wealth Advisors sold 25 Royal Bank of Canada shares in Q2 2026, an estimated $4.64K.
Royal Bank of Canada made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #632 holding.
Kingswood Wealth Advisors first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.