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Phoenix Financial’s Royal Caribbean RCL Stock Holding History

Phoenix Financial’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Sell
669
-264
-28% -$73.8K ﹤0.01% 496
2026
Q1 		$258K Buy
+933
New +$278K ﹤0.01% 415
2025
Q1 		– Sell
-5,783
Closed -$1.33M – 407
2024
Q4 		$1.33M Buy
+5,783
New +$1.28M 0.02% 206
2020
Q4 		– Sell
-8,500
Closed -$516K – 416
2020
Q3 		$516K Buy
+8,500
New +$500K 0.02% 227

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's RCL Position: Q2 2026 in Review

Phoenix Financial reduced its Royal Caribbean (RCL) stake by 28% in Q2 2026, selling an estimated $73.8K and leaving 669 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Phoenix Financial first reported a position in RCL in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2024. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Phoenix Financial held 669 shares of Royal Caribbean worth $212K as of Q2 2026.
  • Phoenix Financial sold 264 Royal Caribbean shares in Q2 2026, an estimated $73.8K.
  • Royal Caribbean made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #496 holding.
  • Phoenix Financial first reported a position in Royal Caribbean in Q3 2020 and has held it in 4 quarters since.
  • Phoenix Financial's Royal Caribbean position peaked at $1.33M in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.