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

Rockwood 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	$321K	Buy	1,552 +6	+0.4%	+$1.11K	0.02%	105
2026 Q1	$250K	Buy	1,546 +4	+0.3%	+$669	0.02%	105
2025 Q4	$263K	Buy	1,542 +42	+3%	+$6.45K	0.02%	95
2025 Q3	$221K	Buy	+1,500	New	+$207K	0.02%	99

Other funds holding RY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

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

Rockwood Wealth Management increased its Royal Bank of Canada (RY) stake by 0.39% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,552 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #105.

Rockwood Wealth Management first reported a position in RY in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Rockwood Wealth Management held 1,552 shares of Royal Bank of Canada worth $321K as of Q2 2026.
Rockwood Wealth Management bought 6 Royal Bank of Canada shares in Q2 2026, an estimated $1.11K.
Royal Bank of Canada made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #105 holding.
Rockwood Wealth Management first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 4 quarters since.
397 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.