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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's RY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Royal Bank of Canada (RY) in Q1 2026: 4,605 shares worth $745K. The stake represents 0.02% of the portfolio and ranks #591 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RY in Q1 2018 and has held it in 17 quarters since. 944 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Mount Yale Investment Advisors held 4,605 shares of Royal Bank of Canada worth $745K as of Q1 2026.
  • Royal Bank of Canada was a new Mount Yale Investment Advisors position in Q1 2026.
  • Royal Bank of Canada made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #591 holding.
  • Mount Yale Investment Advisors first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 17 quarters since.
  • 944 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.