Peak Planning Group’s Royal Bank of Canada RY Stock Holding History

Peak Planning 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 Q2	$967K	Buy	4,673 +937	+25%	+$174K	0.22%	54
2026 Q1	$604K	Sell	3,736 -19	-0.5%	-$3.18K	0.17%	67
2025 Q4	$640K	Hold	3,755	–	–	0.18%	69
2025 Q3	$553K	Hold	3,755	–	–	0.29%	43
2025 Q2	$494K	Sell	3,755 -44	-1%	-$5.38K	0.32%	47
2025 Q1	$428K	Hold	3,799	–	–	0.18%	75
2024 Q4	$458K	Hold	3,799	–	–	0.19%	73
2024 Q3	$474K	Hold	3,799	–	–	0.21%	71
2024 Q2	$404K	Buy	+3,799	New	+$391K	0.2%	73

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

Peak Planning Group's RY Position: Q2 2026 in Review

Peak Planning Group increased its Royal Bank of Canada (RY) stake by 25% in Q2 2026, buying an estimated $174K and bringing the position to 4,673 shares worth $967K. The position accounts for 0.22% of the portfolio, ranked #54.

Peak Planning Group first reported a position in RY in Q2 2024 and has held it in 9 quarters since. 984 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Peak Planning Group held 4,673 shares of Royal Bank of Canada worth $967K as of Q2 2026.
Peak Planning Group bought 937 Royal Bank of Canada shares in Q2 2026, an estimated $174K.
Royal Bank of Canada made up 0.22% of Peak Planning Group's portfolio in Q2 2026, its #54 holding.
Peak Planning Group first reported a position in Royal Bank of Canada in Q2 2024 and has held it in 9 quarters since.
984 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.