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Mount Yale Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Mount Yale Investment Advisors’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 		$987K Buy
4,769
+164
+4% +$30.4K 0.02% 586
2026
Q1 		$745K Buy
+4,605
New +$770K 0.02% 591
2025
Q3 		– Sell
-5,085
Closed -$669K – 1424
2025
Q2 		$669K Sell
5,085
-8
-0.2% -$978 0.05% 280
2025
Q1 		$574K Buy
5,093
+193
+4% +$22.7K 0.05% 302
2024
Q4 		$591K Sell
4,900
-535
-10% -$66K 0.05% 313
2024
Q3 		$678K Sell
5,435
-388
-7% -$44.5K 0.07% 276
2024
Q2 		$619K Buy
5,823
+92
+2% +$9.46K 0.05% 303
2024
Q1 		$578K Buy
5,731
+1,233
+27% +$122K 0.04% 324
2023
Q4 		$455K Buy
4,498
+481
+12% +$42.4K 0.04% 336
2023
Q3 		$351K Buy
4,017
+198
+5% +$18.4K 0.04% 363
2023
Q2 		$365K Buy
3,819
+324
+9% +$30.9K 0.04% 354
2023
Q1 		$334K Buy
3,495
+1,107
+46% +$110K 0.04% 359
2022
Q4 		$225K Sell
2,388
-633
-21% -$59.8K 0.03% 419
2022
Q3 		$272K Buy
3,021
+390
+15% +$37.4K 0.04% 358
2022
Q2 		$255K Buy
+2,631
New +$269K 0.03% 391
2018
Q4 		– Sell
-1,001
Closed -$73K – 681
2018
Q3 		$73K Buy
1,001
+325
+48% +$25.5K 0.01% 531
2018
Q2 		$51K Buy
676
+88
+15% +$6.74K 0.01% 620
2018
Q1 		$45K Buy
+588
New +$47.7K 0.01% 630

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mount Yale Investment Advisors's RY Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Royal Bank of Canada (RY) stake by 3.6% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,769 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #586.

Mount Yale Investment Advisors first reported a position in RY in Q1 2018 and has held it in 18 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Mount Yale Investment Advisors held 4,769 shares of Royal Bank of Canada worth $987K as of Q2 2026.
  • Mount Yale Investment Advisors bought 164 Royal Bank of Canada shares in Q2 2026, an estimated $30.4K.
  • Royal Bank of Canada made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #586 holding.
  • Mount Yale Investment Advisors first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 18 quarters since.
  • 991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.