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 Q3	$14K	Buy	71 +12	+20%	+$2.5K	﹤0.01%	807
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Physician Wealth Advisors's RY Position: Q3 2026 in Review

Physician Wealth Advisors increased its Royal Bank of Canada (RY) stake by 20% in Q3 2026, buying an estimated $2.5K and bringing the position to 71 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Physician Wealth Advisors first reported a position in RY in Q2 2025 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Physician Wealth Advisors held 71 shares of Royal Bank of Canada worth $14K as of Q3 2026.
Physician Wealth Advisors bought 12 Royal Bank of Canada shares in Q3 2026, an estimated $2.5K.
Royal Bank of Canada made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #807 holding.
Physician Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 6 quarters since.
639 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.