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Phillips Wealth Planners’s Royal Bank of Canada RY Stock Holding History

Phillips Wealth Planners’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
Q1 		$428K Sell
2,367
-12
-0.5% -$2.01K 0.32% 101
2025
Q4 		$400K Sell
2,379
-127
-5% -$19.5K 0.32% 100
2025
Q3 		$368K Sell
2,506
-30
-1% -$4.13K 0.31% 107
2025
Q2 		$334K Sell
2,536
-52
-2% -$6.36K 0.3% 114
2025
Q1 		$293K Sell
2,588
-62
-2% -$7.3K 0.31% 111
2024
Q4 		$314K Buy
2,650
+34
+1% +$4.2K 0.31% 114
2024
Q3 		$330K Sell
2,616
-63
-2% -$7.23K 0.32% 116
2024
Q2 		$297K Sell
2,679
-22
-0.8% -$2.26K 0.31% 118
2024
Q1 		$260K Sell
2,701
-70
-3% -$6.91K 0.3% 132
2023
Q4 		$272K Sell
2,771
-16
-0.6% -$1.41K 0.33% 116
2023
Q3 		$230K Sell
2,787
-20
-0.7% -$1.86K 0.31% 125
2023
Q2 		$268K Buy
2,807
+308
+12% +$29.4K 0.35% 106
2023
Q1 		$248K Buy
+2,499
New +$248K 0.33% 116

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phillips Wealth Planners's RY Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Royal Bank of Canada (RY) stake by 0.5% in Q1 2026, selling an estimated $2.01K and leaving 2,367 shares worth $428K. The position accounts for 0.32% of the portfolio, ranked #101.

Phillips Wealth Planners first reported a position in RY in Q1 2023 and has held it in 13 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Phillips Wealth Planners held 2,367 shares of Royal Bank of Canada worth $428K as of Q1 2026.
  • Phillips Wealth Planners sold 12 Royal Bank of Canada shares in Q1 2026, an estimated $2.01K.
  • Royal Bank of Canada made up 0.32% of Phillips Wealth Planners's portfolio in Q1 2026, its #101 holding.
  • Phillips Wealth Planners first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 13 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.