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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
Q2 		$498K Buy
2,382
+15
+0.6% +$2.78K 0.37% 82
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 $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

Phillips Wealth Planners's RY Position: Q2 2026 in Review

Phillips Wealth Planners increased its Royal Bank of Canada (RY) stake by 0.63% in Q2 2026, buying an estimated $2.78K and bringing the position to 2,382 shares worth $498K. The position accounts for 0.37% of the portfolio, ranked #82.

Phillips Wealth Planners first reported a position in RY in Q1 2023 and has held it in 14 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Phillips Wealth Planners held 2,382 shares of Royal Bank of Canada worth $498K as of Q2 2026.
  • Phillips Wealth Planners bought 15 Royal Bank of Canada shares in Q2 2026, an estimated $2.78K.
  • Royal Bank of Canada made up 0.37% of Phillips Wealth Planners's portfolio in Q2 2026, its #82 holding.
  • Phillips Wealth Planners first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 14 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

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