Old North State Wealth Management’s Royal Bank of Canada RY Stock Holding History

Old North State 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	$838K	Sell	4,051 -99	-2%	-$18.4K	0.36%	59
2026 Q1	$672K	Hold	4,150	–	–	0.31%	66
2025 Q4	$708K	Hold	4,150	–	–	0.33%	63
2025 Q3	$611K	Buy	+4,150	New	+$572K	0.29%	67
2024 Q1	–	Sell	-3,080	Closed	-$312K	–	94
2023 Q4	$312K	Buy	3,080 +20	+0.7%	+$1.76K	0.23%	64
2023 Q3	$268K	Buy	3,060 +18	+0.6%	+$1.67K	0.24%	60
2023 Q2	$291K	Buy	+3,042	New	+$290K	0.25%	59
2022 Q2	–	Sell	-1,946	Closed	-$215K	–	60
2022 Q1	$215K	Buy	+1,946	New	+$218K	0.21%	57

Other funds holding RY

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Old North State Wealth Management's RY Position: Q2 2026 in Review

Old North State Wealth Management reduced its Royal Bank of Canada (RY) stake by 2.4% in Q2 2026, selling an estimated $18.4K and leaving 4,051 shares worth $838K. The position accounts for 0.36% of the portfolio, ranked #59.

Old North State Wealth Management first reported a position in RY in Q1 2022 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Old North State Wealth Management held 4,051 shares of Royal Bank of Canada worth $838K as of Q2 2026.
Old North State Wealth Management sold 99 Royal Bank of Canada shares in Q2 2026, an estimated $18.4K.
Royal Bank of Canada made up 0.36% of Old North State Wealth Management's portfolio in Q2 2026, its #59 holding.
Old North State Wealth Management first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.