Mascoma Wealth Management’s Royal Bank of Canada RY Stock Holding History

Mascoma Wealth Management’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	$224K	Hold	1,083	–	–	0.04%	87
2026 Q1	$175K	Hold	1,083	–	–	0.04%	103
2025 Q4	$185K	Hold	1,083	–	–	0.04%	92
2025 Q3	$160K	Buy	+1,083	New	+$149K	0.04%	106
2023 Q2	–	Sell	-40	Closed	-$3.97K	–	568
2023 Q1	$3.97K	Hold	40	–	–	﹤0.01%	500
2022 Q4	$3.76K	Hold	40	–	–	﹤0.01%	520
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	510
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	527
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	526
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	472
2021 Q3	$4K	Buy	+40	New	+$4.08K	﹤0.01%	396
2021 Q2	–	Sell	-40	Closed	-$4K	–	366
2021 Q1	$4K	Buy	+40	New	+$3.48K	﹤0.01%	396

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

Mascoma Wealth Management's RY Position: Q2 2026 in Review

Mascoma Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2026 at 1,083 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #87.

Mascoma Wealth Management first reported a position in RY in Q1 2021 and has held it in 12 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Mascoma Wealth Management held 1,083 shares of Royal Bank of Canada worth $224K as of Q2 2026.
Mascoma Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #87 holding.
Mascoma Wealth Management first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 12 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.