Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Royal Bank of Canada RY Stock Holding History

Pinnacle Wealth Planning Services’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 		$372K Buy
1,890
+5
+0.3% +$1.04K 0.04% 296
2026
Q2 		$390K Buy
1,885
+2
+0.1% +$371 0.04% 280
2026
Q1 		$305K Hold
1,883
– – 0.03% 332
2025
Q4 		$321K Hold
1,883
– – 0.03% 301
2025
Q3 		$277K Hold
1,883
– – 0.03% 348
2025
Q2 		$248K Sell
1,883
-433
-19% -$53K 0.03% 352
2025
Q1 		$261K Buy
2,316
+46
+2% +$5.42K 0.04% 295
2024
Q4 		$274K Sell
2,270
-1,168
-34% -$144K 0.04% 273
2024
Q3 		$429K Hold
3,438
– – 0.06% 218
2024
Q2 		$366K Buy
3,438
+37
+1% +$3.8K 0.05% 236
2024
Q1 		$343K Hold
3,401
– – 0.05% 265
2023
Q4 		$344K Buy
3,401
+730
+27% +$64.3K 0.05% 236
2023
Q3 		$234K Buy
2,671
+87
+3% +$8.09K 0.04% 322
2023
Q2 		$247K Hold
2,584
– – 0.04% 309
2023
Q1 		$247K Buy
2,584
+1
+0% +$99 0.04% 313
2022
Q4 		$243K Sell
2,583
-2,632
-50% -$248K 0.04% 306
2022
Q3 		$470K Buy
5,215
+159
+3% +$15.2K 0.09% 150
2022
Q2 		$490K Buy
5,056
+1,569
+45% +$160K 0.09% 159
2022
Q1 		$385K Buy
3,487
+356
+11% +$39.9K 0.07% 218
2021
Q4 		$332K Buy
3,131
+545
+21% +$56.6K 0.06% 242
2021
Q3 		$257K Hold
2,586
– – 0.06% 271
2021
Q2 		$262K Buy
2,586
+37
+1% +$3.67K 0.06% 265
2021
Q1 		$235K Hold
2,549
– – 0.06% 265
2020
Q4 		$209K Buy
+2,549
New +$197K 0.05% 270

Other funds holding RY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Pinnacle Wealth Planning Services's RY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Royal Bank of Canada (RY) stake by 0.27% in Q3 2026, buying an estimated $1.04K and bringing the position to 1,890 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #296.

Pinnacle Wealth Planning Services first reported a position in RY in Q4 2020 and has held it in 24 quarters since. The position peaked at $490K in Q2 2022. 538 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,890 shares of Royal Bank of Canada worth $372K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 5 Royal Bank of Canada shares in Q3 2026, an estimated $1.04K.
  • Royal Bank of Canada made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #296 holding.
  • Pinnacle Wealth Planning Services first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Royal Bank of Canada position peaked at $490K in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.