Ruggaard & Associates’s Royal Bank of Canada RY Stock Holding History

Ruggaard & Associates’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	$936K	Hold	4,520	–	–	0.34%	44
2026 Q1	$731K	Sell	4,520 -65	-1%	-$10.9K	0.29%	53
2025 Q4	$782K	Hold	4,585	–	–	0.31%	47
2025 Q3	$675K	Hold	4,585	–	–	0.25%	53
2025 Q2	$603K	Sell	4,585 -100	-2%	-$12.2K	0.24%	54
2025 Q1	$528K	Hold	4,685	–	–	0.23%	60
2024 Q4	$565K	Buy	4,685 +85	+2%	+$10.5K	0.25%	55
2024 Q3	$574K	Sell	4,600 -700	-13%	-$80.4K	0.25%	56
2024 Q2	$564K	Hold	5,300	–	–	0.26%	57
2024 Q1	$535K	Buy	5,300 +125	+2%	+$12.3K	0.25%	53
2023 Q4	$523K	Hold	5,175	–	–	0.28%	53
2023 Q3	$453K	Hold	5,175	–	–	0.27%	62
2023 Q2	$494K	Hold	5,175	–	–	0.29%	56
2023 Q1	$495K	Buy	+5,175	New	+$513K	0.31%	55

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

Ruggaard & Associates's RY Position: Q2 2026 in Review

Ruggaard & Associates held its Royal Bank of Canada (RY) position steady in Q2 2026 at 4,520 shares worth $936K. The position accounts for 0.34% of the portfolio, ranked #44.

Ruggaard & Associates first reported a position in RY in Q1 2023 and has held it in 14 quarters since. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Ruggaard & Associates held 4,520 shares of Royal Bank of Canada worth $936K as of Q2 2026.
Ruggaard & Associates left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.34% of Ruggaard & Associates's portfolio in Q2 2026, its #44 holding.
Ruggaard & Associates first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 14 quarters since.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.