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

Modern 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	$902K	Buy	4,360 +766	+21%	+$142K	0.01%	541
2026 Q1	$587K	Buy	3,594 +220	+7%	+$36.8K	0.01%	538
2025 Q4	$575K	Buy	3,374 +103	+3%	+$15.8K	0.01%	506
2025 Q3	$482K	Sell	3,271 -126	-4%	-$17.4K	0.01%	514
2025 Q2	$447K	Buy	3,397 +750	+28%	+$91.7K	0.01%	506
2025 Q1	$298K	Buy	+2,647	New	+$312K	0.01%	526

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

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

Modern Wealth Management increased its Royal Bank of Canada (RY) stake by 21% in Q2 2026, buying an estimated $142K and bringing the position to 4,360 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #541.

Modern Wealth Management first reported a position in RY in Q1 2025 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Modern Wealth Management held 4,360 shares of Royal Bank of Canada worth $902K as of Q2 2026.
Modern Wealth Management bought 766 Royal Bank of Canada shares in Q2 2026, an estimated $142K.
Royal Bank of Canada made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #541 holding.
Modern Wealth Management first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 6 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.