Phoenix Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Phoenix Wealth Advisors’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	$343K	Hold	2,121	–	–	0.14%	101
2025 Q4	$362K	Hold	2,121	–	–	0.14%	99
2025 Q3	$312K	Hold	2,121	–	–	0.12%	103
2025 Q2	$279K	Sell	2,121 -45	-2%	-$5.5K	0.12%	107
2025 Q1	$244K	Hold	2,166	–	–	0.11%	110
2024 Q4	$261K	Buy	+2,166	New	+$267K	0.11%	103
2022 Q2	–	Sell	-2,222	Closed	-$243K	–	117
2022 Q1	$243K	Hold	2,222	–	–	0.25%	82
2021 Q4	$236K	Sell	2,222 -40	-2%	-$4.15K	0.18%	108
2021 Q3	$225K	Hold	2,262	–	–	0.17%	106
2021 Q2	$229K	Hold	2,262	–	–	0.17%	112
2021 Q1	$209K	Hold	2,262	–	–	0.16%	112
2020 Q4	$186K	Buy	+2,262	New	+$175K	0.14%	113

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's RY Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Royal Bank of Canada (RY) position steady in Q1 2026 at 2,121 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #101.

Phoenix Wealth Advisors first reported a position in RY in Q4 2020 and has held it in 12 quarters since. The position peaked at $362K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Phoenix Wealth Advisors held 2,121 shares of Royal Bank of Canada worth $343K as of Q1 2026.
Phoenix Wealth Advisors left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.14% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #101 holding.
Phoenix Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 12 quarters since.
Phoenix Wealth Advisors's Royal Bank of Canada position peaked at $362K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.