OneAscent Family Office’s Royal Bank of Canada RY Stock Holding History

OneAscent Family Office’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	$630K	Buy	3,044 +714	+31%	+$132K	0.32%	68
2026 Q1	$377K	Hold	2,330	–	–	0.26%	93
2025 Q4	$397K	Buy	+2,330	New	+$358K	0.27%	92

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

OneAscent Family Office's RY Position: Q2 2026 in Review

OneAscent Family Office increased its Royal Bank of Canada (RY) stake by 31% in Q2 2026, buying an estimated $132K and bringing the position to 3,044 shares worth $630K. The position accounts for 0.32% of the portfolio, ranked #68.

OneAscent Family Office first reported a position in RY in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

OneAscent Family Office held 3,044 shares of Royal Bank of Canada worth $630K as of Q2 2026.
OneAscent Family Office bought 714 Royal Bank of Canada shares in Q2 2026, an estimated $132K.
Royal Bank of Canada made up 0.32% of OneAscent Family Office's portfolio in Q2 2026, its #68 holding.
OneAscent Family Office first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 3 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.