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RFG - Bristol Wealth Advisors’s Royal Caribbean RCL Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$444K Hold
1,670
– – 0.11% 113
2026
Q2 		$530K Hold
1,670
– – 0.13% 107
2026
Q1 		$460K Hold
1,670
– – 0.12% 108
2025
Q4 		$466K Hold
1,670
– – 0.13% 114
2025
Q3 		$540K Hold
1,670
– – 0.16% 105
2025
Q2 		$523K Hold
1,670
– – 0.16% 104
2025
Q1 		$343K Hold
1,670
– – 0.12% 128
2024
Q4 		$385K Buy
+1,670
New +$370K 0.13% 113

Other funds holding RCL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

RFG - Bristol Wealth Advisors's RCL Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors held its Royal Caribbean (RCL) position steady in Q3 2026 at 1,670 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #113.

RFG - Bristol Wealth Advisors first reported a position in RCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q3 2025. 41 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 1,670 shares of Royal Caribbean worth $444K as of Q3 2026.
  • RFG - Bristol Wealth Advisors left its Royal Caribbean share count unchanged in Q3 2026.
  • Royal Caribbean made up 0.11% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Royal Caribbean in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's Royal Caribbean position peaked at $540K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.