RMR Wealth Builders’s Royal Bank of Canada RY Stock Holding History

RMR Wealth Builders’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	$300K	Sell	1,524 -297	-16%	-$61.8K	0.02%	257
2026 Q2	$377K	Hold	1,821	–	–	0.02%	226
2026 Q1	$295K	Hold	1,821	–	–	0.02%	233
2025 Q4	$310K	Hold	1,821	–	–	0.02%	229
2025 Q3	$268K	Hold	1,821	–	–	0.02%	241
2025 Q2	$240K	Hold	1,821	–	–	0.02%	256
2025 Q1	$205K	Hold	1,821	–	–	0.02%	251
2024 Q4	$219K	Hold	1,821	–	–	0.02%	244
2024 Q3	$227K	Buy	+1,821	New	+$209K	0.02%	239
2021 Q2	–	Sell	-15	Closed	-$1K	–	595
2021 Q1	$1K	Buy	+15	New	+$1.31K	﹤0.01%	766

Other funds holding RY

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 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

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

RMR Wealth Builders's RY Position: Q3 2026 in Review

RMR Wealth Builders reduced its Royal Bank of Canada (RY) stake by 16% in Q3 2026, selling an estimated $61.8K and leaving 1,524 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #257.

RMR Wealth Builders first reported a position in RY in Q1 2021 and has held it in 10 quarters since. The position peaked at $377K in Q2 2026. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

RMR Wealth Builders held 1,524 shares of Royal Bank of Canada worth $300K as of Q3 2026.
RMR Wealth Builders sold 297 Royal Bank of Canada shares in Q3 2026, an estimated $61.8K.
Royal Bank of Canada made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #257 holding.
RMR Wealth Builders first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 10 quarters since.
RMR Wealth Builders's Royal Bank of Canada position peaked at $377K in Q2 2026.
866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.