LBMC Investment Advisors’s Royal Bank of Canada RY Stock Holding History

LBMC Investment 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	$450K	Sell	2,176 -78	-3%	-$14.5K	0.02%	164
2026 Q1	$365K	Hold	2,254	–	–	0.02%	181
2025 Q4	$384K	Hold	2,254	–	–	0.02%	160
2025 Q3	$332K	Hold	2,254	–	–	0.02%	184
2025 Q2	$297K	Hold	2,254	–	–	0.02%	174
2025 Q1	$254K	Hold	2,254	–	–	0.02%	179
2024 Q4	$272K	Hold	2,254	–	–	0.02%	167
2024 Q3	$281K	Hold	2,254	–	–	0.02%	160
2024 Q2	$240K	Hold	2,254	–	–	0.02%	164
2024 Q1	$227K	Hold	2,254	–	–	0.02%	167
2023 Q4	$228K	Buy	+2,254	New	+$199K	0.02%	152
2023 Q3	–	Sell	-2,254	Closed	-$215K	–	164
2023 Q2	$215K	Hold	2,254	–	–	0.02%	156
2023 Q1	$215K	Buy	+2,254	New	+$223K	0.02%	154

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

LBMC Investment Advisors's RY Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Royal Bank of Canada (RY) stake by 3.5% in Q2 2026, selling an estimated $14.5K and leaving 2,176 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #164.

LBMC Investment Advisors first reported a position in RY in Q1 2023 and has held it in 13 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

LBMC Investment Advisors held 2,176 shares of Royal Bank of Canada worth $450K as of Q2 2026.
LBMC Investment Advisors sold 78 Royal Bank of Canada shares in Q2 2026, an estimated $14.5K.
Royal Bank of Canada made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #164 holding.
LBMC Investment Advisors first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 13 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.