Paragon Private Wealth Management’s Royal Bank of Canada RY Stock Holding History

Paragon Private 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	$818K	Buy	3,954 +364	+10%	+$67.5K	0.21%	115
2026 Q1	$581K	Buy	3,590 +476	+15%	+$79.6K	0.18%	131
2025 Q4	$531K	Buy	3,114 +360	+13%	+$55.3K	0.16%	134
2025 Q3	$406K	Sell	2,754 -310	-10%	-$42.7K	0.13%	155
2025 Q2	$403K	Buy	3,064 +361	+13%	+$44.2K	0.16%	143
2025 Q1	$305K	Buy	2,703 +218	+9%	+$25.7K	0.14%	149
2024 Q4	$299K	Buy	2,485 +329	+15%	+$40.6K	0.14%	135
2024 Q3	$269K	Buy	+2,156	New	+$248K	0.13%	138

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

Paragon Private Wealth Management's RY Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Royal Bank of Canada (RY) stake by 10% in Q2 2026, buying an estimated $67.5K and bringing the position to 3,954 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #115.

Paragon Private Wealth Management first reported a position in RY in Q3 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Paragon Private Wealth Management held 3,954 shares of Royal Bank of Canada worth $818K as of Q2 2026.
Paragon Private Wealth Management bought 364 Royal Bank of Canada shares in Q2 2026, an estimated $67.5K.
Royal Bank of Canada made up 0.21% of Paragon Private Wealth Management's portfolio in Q2 2026, its #115 holding.
Paragon Private Wealth Management first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.