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

Mission 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	$452K	Buy	2,185 +459	+27%	+$85.2K	0.01%	718
2026 Q1	$279K	Sell	1,726 -375	-18%	-$62.7K	0.01%	628
2025 Q4	$358K	Sell	2,101 -106	-5%	-$16.3K	0.01%	570
2025 Q3	$325K	Buy	2,207 +4	+0.2%	+$551	0.01%	583
2025 Q2	$290K	Buy	2,203 +152	+7%	+$18.6K	0.01%	586
2025 Q1	$231K	Buy	2,051 +6	+0.3%	+$707	0.01%	610
2024 Q4	$246K	Buy	2,045 +7	+0.3%	+$864	0.01%	582
2024 Q3	$254K	Sell	2,038 -26	-1%	-$2.98K	0.01%	577
2024 Q2	$220K	Buy	2,064 +7	+0.3%	+$720	0.01%	597
2024 Q1	$208K	Sell	2,057 -592	-22%	-$58.4K	0.01%	642
2023 Q4	$268K	Sell	2,649 -266	-9%	-$23.4K	0.01%	490
2023 Q3	$255K	Buy	+2,915	New	+$271K	0.01%	470

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

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

Mission Wealth Management increased its Royal Bank of Canada (RY) stake by 27% in Q2 2026, buying an estimated $85.2K and bringing the position to 2,185 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #718.

Mission Wealth Management first reported a position in RY in Q3 2023 and has held it in 12 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Mission Wealth Management held 2,185 shares of Royal Bank of Canada worth $452K as of Q2 2026.
Mission Wealth Management bought 459 Royal Bank of Canada shares in Q2 2026, an estimated $85.2K.
Royal Bank of Canada made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #718 holding.
Mission Wealth Management first reported a position in Royal Bank of Canada in Q3 2023 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.