Net Worth Advisory Group
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Net Worth Advisory Group’s Royal Bank of Canada RY Stock Holding History

Net Worth Advisory Group’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
Q3 		$290K Sell
1,485
-311
-17% -$64.7K 0.07% 300
2026
Q2 		$372K Buy
1,796
+56
+3% +$10.4K 0.09% 221
2026
Q1 		$281K Buy
1,740
+84
+5% +$14.1K 0.06% 327
2025
Q4 		$282K Buy
+1,656
New +$254K 0.06% 340

Other funds holding RY

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Net Worth Advisory Group's RY Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Royal Bank of Canada (RY) stake by 17% in Q3 2026, selling an estimated $64.7K and leaving 1,485 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #300.

Net Worth Advisory Group first reported a position in RY in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2026. 179 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Net Worth Advisory Group held 1,485 shares of Royal Bank of Canada worth $290K as of Q3 2026.
  • Net Worth Advisory Group sold 311 Royal Bank of Canada shares in Q3 2026, an estimated $64.7K.
  • Royal Bank of Canada made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #300 holding.
  • Net Worth Advisory Group first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Royal Bank of Canada position peaked at $372K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.