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

Modera 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	$1.59M	Sell	7,704 -204	-3%	-$37.8K	0.02%	295
2026 Q1	$1.28M	Sell	7,908 -431	-5%	-$72.1K	0.02%	301
2025 Q4	$1.42M	Buy	8,339 +34	+0.4%	+$5.22K	0.02%	299
2025 Q3	$1.22M	Buy	8,305 +1	+0%	+$138	0.01%	314
2025 Q2	$1.09M	Buy	8,304 +154	+2%	+$18.8K	0.01%	319
2025 Q1	$919K	Sell	8,150 -757	-8%	-$89.1K	0.01%	335
2024 Q4	$1.07M	Sell	8,907 -19	-0.2%	-$2.35K	0.01%	319
2024 Q3	$1.11M	Sell	8,926 -214	-2%	-$24.6K	0.01%	297
2024 Q2	$972K	Sell	9,140 -2	-0%	-$206	0.01%	297
2024 Q1	$922K	Buy	9,142 +60	+0.7%	+$5.92K	0.01%	306
2023 Q4	$918K	Sell	9,082 -11	-0.1%	-$969	0.02%	299
2023 Q3	$795K	Sell	9,093 -12,464	-58%	-$1.16M	0.02%	305
2023 Q2	$2.06M	Buy	+21,557	New	+$2.06M	0.04%	219

Other funds holding RY

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

Modera Wealth Management reduced its Royal Bank of Canada (RY) stake by 2.6% in Q2 2026, selling an estimated $37.8K and leaving 7,704 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #295.

Modera Wealth Management first reported a position in RY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2023. 571 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Modera Wealth Management held 7,704 shares of Royal Bank of Canada worth $1.59M as of Q2 2026.
Modera Wealth Management sold 204 Royal Bank of Canada shares in Q2 2026, an estimated $37.8K.
Royal Bank of Canada made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #295 holding.
Modera Wealth Management first reported a position in Royal Bank of Canada in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Royal Bank of Canada position peaked at $2.06M in Q2 2023.
571 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.