Resurgent Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Resurgent Financial 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	$237K	Buy	+1,143	New	+$212K	0.07%	268
2024 Q1	–	Sell	-1,271	Closed	-$129K	–	419
2023 Q4	$129K	Hold	1,271	–	–	0.08%	218
2023 Q3	$111K	Hold	1,271	–	–	0.08%	218
2023 Q2	$121K	Sell	1,271 -299	-19%	-$28.5K	0.08%	212
2023 Q1	$150K	Sell	1,570 -900	-36%	-$89.2K	0.1%	181
2022 Q4	$232K	Sell	2,470 -950	-28%	-$89.7K	0.12%	176
2022 Q3	$308K	Sell	3,420 -3,955	-54%	-$379K	0.21%	135
2022 Q2	$714K	Buy	+7,375	New	+$754K	0.46%	61

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Resurgent Financial Advisors's RY Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Royal Bank of Canada (RY) in Q2 2026: 1,143 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #268 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in RY as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in RY in Q2 2022 and has held it in 8 quarters since. The position peaked at $714K in Q2 2022. 987 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Resurgent Financial Advisors held 1,143 shares of Royal Bank of Canada worth $237K as of Q2 2026.
Royal Bank of Canada was a new Resurgent Financial Advisors position in Q2 2026.
Royal Bank of Canada made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #268 holding.
Resurgent Financial Advisors first reported a position in Royal Bank of Canada in Q2 2022 and has held it in 8 quarters since.
Resurgent Financial Advisors's Royal Bank of Canada position peaked at $714K in Q2 2022.
987 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.