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Ritholtz Wealth Management’s Royal Bank of Canada RY Stock Holding History

Ritholtz Wealth Management’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 		$8.02M Buy
38,756
+908
+2% +$168K 0.12% 106
2026
Q1 		$6.12M Buy
37,848
+1,093
+3% +$183K 0.11% 123
2025
Q4 		$6.27M Buy
36,755
+1,760
+5% +$270K 0.11% 112
2025
Q3 		$5.16M Buy
34,995
+642
+2% +$88.5K 0.1% 122
2025
Q2 		$4.52M Buy
34,353
+930
+3% +$114K 0.1% 123
2025
Q1 		$3.77M Sell
33,423
-6,502
-16% -$766K 0.11% 127
2024
Q4 		$4.81M Buy
39,925
+3,396
+9% +$419K 0.14% 86
2024
Q3 		$4.56M Buy
36,529
+3,346
+10% +$384K 0.14% 89
2024
Q2 		$3.53M Buy
33,183
+3,054
+10% +$314K 0.12% 112
2024
Q1 		$3.04M Buy
30,129
+11,684
+63% +$1.15M 0.1% 132
2023
Q4 		$1.87M Buy
18,445
+1,091
+6% +$96.1K 0.07% 182
2023
Q3 		$1.52M Sell
17,354
-6,062
-26% -$564K 0.07% 194
2023
Q2 		$2.24M Sell
23,416
-9,902
-30% -$945K 0.1% 121
2023
Q1 		$3.18M Sell
33,318
-17
-0.1% -$1.69K 0.16% 82
2022
Q4 		$3.13M Buy
33,335
+8,861
+36% +$836K 0.18% 89
2022
Q3 		$2.2M Buy
24,474
+10,705
+78% +$1.03M 0.12% 123
2022
Q2 		$1.33M Buy
13,769
+972
+8% +$99.4K 0.08% 148
2022
Q1 		$1.41M Buy
12,797
+760
+6% +$85.2K 0.1% 129
2021
Q4 		$1.28M Buy
12,037
+2,501
+26% +$260K 0.08% 127
2021
Q3 		$949K Buy
9,536
+1,079
+13% +$110K 0.07% 151
2021
Q2 		$857K Buy
8,457
+2,016
+31% +$200K 0.06% 167
2021
Q1 		$594K Buy
6,441
+1,454
+29% +$127K 0.05% 182
2020
Q4 		$409K Buy
4,987
+667
+15% +$51.6K 0.04% 199
2020
Q3 		$303K Buy
4,320
+1,353
+46% +$97.3K 0.03% 207
2020
Q2 		$201K Buy
+2,967
New +$189K 0.03% 241

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Ritholtz Wealth Management's RY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Royal Bank of Canada (RY) stake by 2.4% in Q2 2026, buying an estimated $168K and bringing the position to 38,756 shares worth $8.02M. The position accounts for 0.12% of the portfolio, ranked #106.

Ritholtz Wealth Management first reported a position in RY in Q2 2020 and has held it in 25 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Ritholtz Wealth Management held 38,756 shares of Royal Bank of Canada worth $8.02M as of Q2 2026.
  • Ritholtz Wealth Management bought 908 Royal Bank of Canada shares in Q2 2026, an estimated $168K.
  • Royal Bank of Canada made up 0.12% of Ritholtz Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Ritholtz Wealth Management first reported a position in Royal Bank of Canada in Q2 2020 and has held it in 25 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.