Lido Advisors
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Lido Advisors’s Royal Bank of Canada RY Stock Holding History

Lido 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 		$319K Buy
1,542
+110
+8% +$20.4K ﹤0.01% 1728
2026
Q1 		$232K Sell
1,432
-252
-15% -$42.2K ﹤0.01% 1707
2025
Q4 		$256K Sell
1,684
-110
-6% -$16.9K ﹤0.01% 1651
2025
Q3 		$264K Buy
+1,794
New +$247K ﹤0.01% 1553
2025
Q1 		– Sell
-1,673
Closed -$202K – 1594
2024
Q4 		$202K Sell
1,673
-134
-7% -$16.5K ﹤0.01% 1380
2024
Q3 		$225K Sell
1,807
-250
-12% -$28.7K ﹤0.01% 1280
2024
Q2 		$219K Sell
2,057
-231
-10% -$23.8K ﹤0.01% 1256
2024
Q1 		$231K Sell
2,288
-1,494
-40% -$147K ﹤0.01% 1213
2023
Q4 		$382K Buy
3,782
+1,203
+47% +$106K ﹤0.01% 942
2023
Q3 		$226K Sell
2,579
-361
-12% -$33.6K ﹤0.01% 1036
2023
Q2 		$281K Sell
2,940
-1,220
-29% -$116K ﹤0.01% 964
2023
Q1 		$398K Buy
+4,160
New +$412K ﹤0.01% 774
2022
Q4 		– Sell
-2,892
Closed -$260K – 1076
2022
Q3 		$260K Sell
2,892
-113
-4% -$10.8K ﹤0.01% 810
2022
Q2 		$290K Buy
3,005
+758
+34% +$77.5K ﹤0.01% 757
2022
Q1 		$247K Sell
2,247
-48
-2% -$5.38K ﹤0.01% 881
2021
Q4 		$243K Buy
+2,295
New +$238K ﹤0.01% 889
2020
Q1 		– Sell
-5,789
Closed -$458K – 663
2019
Q4 		$458K Buy
+5,789
New +$466K 0.02% 408

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

Lido Advisors's RY Position: Q2 2026 in Review

Lido Advisors increased its Royal Bank of Canada (RY) stake by 7.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,542 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Lido Advisors first reported a position in RY in Q4 2019 and has held it in 17 quarters since. The position peaked at $458K in Q4 2019. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Lido Advisors held 1,542 shares of Royal Bank of Canada worth $319K as of Q2 2026.
  • Lido Advisors bought 110 Royal Bank of Canada shares in Q2 2026, an estimated $20.4K.
  • Royal Bank of Canada made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1728 holding.
  • Lido Advisors first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 17 quarters since.
  • Lido Advisors's Royal Bank of Canada position peaked at $458K in Q4 2019.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.