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

Perigon 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	$559K	Sell	2,702 -150	-5%	-$27.8K	0.01%	833
2026 Q1	$461K	Sell	2,852 -21	-0.7%	-$3.51K	0.01%	837
2025 Q4	$490K	Buy	+2,873	New	+$441K	0.01%	814
2021 Q1	–	Sell	-495	Closed	-$41K	–	931
2020 Q4	$41K	Buy	+495	New	+$38.3K	﹤0.01%	807
2018 Q2	–	Sell	-600	Closed	-$46K	–	526
2018 Q1	$46K	Hold	600	–	–	0.02%	321
2017 Q4	$49K	Hold	600	–	–	0.02%	287
2017 Q3	$46K	Buy	+600	New	+$44.8K	0.01%	349
2017 Q1	–	Sell	-261	Closed	-$19K	–	688
2016 Q4	$19K	Hold	261	–	–	﹤0.01%	478
2016 Q3	$16K	Buy	+261	New	+$16K	﹤0.01%	429

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

Perigon Wealth Management's RY Position: Q2 2026 in Review

Perigon Wealth Management reduced its Royal Bank of Canada (RY) stake by 5.3% in Q2 2026, selling an estimated $27.8K and leaving 2,702 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #833.

Perigon Wealth Management first reported a position in RY in Q3 2016 and has held it in 9 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Perigon Wealth Management held 2,702 shares of Royal Bank of Canada worth $559K as of Q2 2026.
Perigon Wealth Management sold 150 Royal Bank of Canada shares in Q2 2026, an estimated $27.8K.
Royal Bank of Canada made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #833 holding.
Perigon Wealth Management first reported a position in Royal Bank of Canada in Q3 2016 and has held it in 9 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.