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

Physician 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 Q2	$12.2K	Buy	59 +31	+111%	+$5.75K	﹤0.01%	816
2026 Q1	$4.53K	Hold	28	–	–	﹤0.01%	1042
2025 Q4	$4.77K	Buy	28 +6	+27%	+$921	﹤0.01%	983
2025 Q3	$3.24K	Buy	22 +3	+16%	+$414	﹤0.01%	1045
2025 Q2	$2.5K	Buy	+19	New	+$2.32K	﹤0.01%	967

Other funds holding RY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Physician Wealth Advisors's RY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Royal Bank of Canada (RY) stake by 111% in Q2 2026, buying an estimated $5.75K and bringing the position to 59 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Physician Wealth Advisors first reported a position in RY in Q2 2025 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Physician Wealth Advisors held 59 shares of Royal Bank of Canada worth $12.2K as of Q2 2026.
Physician Wealth Advisors bought 31 Royal Bank of Canada shares in Q2 2026, an estimated $5.75K.
Royal Bank of Canada made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #816 holding.
Physician Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.