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

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

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. 988 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.
988 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.