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PDS Planning’s Royal Bank of Canada RY Stock Holding History

PDS Planning’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 		$1.16M Hold
5,618
– – 0.07% 140
2026
Q1 		$909K Buy
5,618
+21
+0.4% +$3.51K 0.06% 153
2025
Q4 		$954K Buy
5,597
+17
+0.3% +$2.61K 0.06% 147
2025
Q3 		$822K Buy
5,580
+381
+7% +$52.5K 0.06% 162
2025
Q2 		$684K Buy
5,199
+621
+14% +$76K 0.05% 182
2025
Q1 		$516K Buy
4,578
+494
+12% +$58.2K 0.04% 204
2024
Q4 		$492K Buy
4,084
+209
+5% +$25.8K 0.04% 193
2024
Q3 		$483K Buy
3,875
+176
+5% +$20.2K 0.04% 202
2024
Q2 		$394K Buy
3,699
+77
+2% +$7.92K 0.04% 213
2024
Q1 		$365K Buy
3,622
+303
+9% +$29.9K 0.04% 215
2023
Q4 		$336K Sell
3,319
-127
-4% -$11.2K 0.04% 215
2023
Q3 		$301K Buy
3,446
+236
+7% +$22K 0.04% 213
2023
Q2 		$307K Sell
3,210
-171
-5% -$16.3K 0.04% 212
2023
Q1 		$323K Buy
+3,381
New +$335K 0.04% 181
2022
Q3 		– Sell
-2,382
Closed -$231K – 226
2022
Q2 		$231K Buy
2,382
+214
+10% +$21.9K 0.04% 171
2022
Q1 		$239K Buy
2,168
+162
+8% +$18.2K 0.04% 175
2021
Q4 		$213K Sell
2,006
-150
-7% -$15.6K 0.04% 183
2021
Q3 		$214K Buy
+2,156
New +$220K 0.05% 180

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PDS Planning's RY Position: Q2 2026 in Review

PDS Planning held its Royal Bank of Canada (RY) position steady in Q2 2026 at 5,618 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #140.

PDS Planning first reported a position in RY in Q3 2021 and has held it in 18 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • PDS Planning held 5,618 shares of Royal Bank of Canada worth $1.16M as of Q2 2026.
  • PDS Planning left its Royal Bank of Canada share count unchanged in Q2 2026.
  • Royal Bank of Canada made up 0.07% of PDS Planning's portfolio in Q2 2026, its #140 holding.
  • PDS Planning first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 18 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.