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McGrath & Associates’s Royal Bank of Canada RY Stock Holding History

McGrath & Associates’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 		– Sell
-2,437
Closed -$394K – 43
2026
Q1 		$394K Sell
2,437
-35
-1% -$5.86K 0.58% 28
2025
Q4 		$421K Hold
2,472
– – 0.6% 31
2025
Q3 		$364K Hold
2,472
– – 0.54% 33
2025
Q2 		$325K Sell
2,472
-160
-6% -$19.6K 0.53% 33
2025
Q1 		$297K Sell
2,632
-95
-3% -$11.2K 0.54% 35
2024
Q4 		$329K Buy
+2,727
New +$337K 0.66% 33

Other funds holding RY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

McGrath & Associates's RY Position: Q2 2026 in Review

McGrath & Associates sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 2,437 shares — an estimated $394K sold.

McGrath & Associates first reported a position in RY in Q4 2024 and held it in 6 quarters. The position peaked at $421K in Q4 2025. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • McGrath & Associates reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
  • McGrath & Associates sold 2,437 Royal Bank of Canada shares in Q2 2026, an estimated $394K.
  • McGrath & Associates first reported a position in Royal Bank of Canada in Q4 2024 and held it in 6 quarters.
  • McGrath & Associates's Royal Bank of Canada position peaked at $421K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.