Root Financial Partners’s Royal Bank of Canada RY Stock Holding History

Root Financial Partners’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	–	Sell	-87	Closed	-$14.1K	–	2619
2026 Q1	$14.1K	Sell	87 -29	-25%	-$4.85K	﹤0.01%	1521
2025 Q4	$19.8K	Buy	116 +31	+36%	+$4.76K	﹤0.01%	1194
2025 Q3	$12.5K	Buy	+85	New	+$11.7K	﹤0.01%	1352

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

Root Financial Partners's RY Position: Q2 2026 in Review

Root Financial Partners sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 87 shares — an estimated $14.1K sold.

Root Financial Partners first reported a position in RY in Q3 2025 and held it in 3 quarters. The position peaked at $19.8K in Q4 2025. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Root Financial Partners reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 87 Royal Bank of Canada shares in Q2 2026, an estimated $14.1K.
Root Financial Partners first reported a position in Royal Bank of Canada in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Royal Bank of Canada position peaked at $19.8K in Q4 2025.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.