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San Luis Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

San Luis Wealth Advisors’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 		$202K Buy
+974
New +$181K 0.03% 177
2026
Q1 		– Sell
-1,352
Closed -$230K – 187
2025
Q4 		$230K Sell
1,352
-119
-8% -$18.3K 0.04% 167
2025
Q3 		$217K Buy
+1,471
New +$203K 0.04% 165

Other funds holding RY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

San Luis Wealth Advisors's RY Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Royal Bank of Canada (RY) in Q2 2026: 974 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in RY as recently as Q4 2025.

San Luis Wealth Advisors first reported a position in RY in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • San Luis Wealth Advisors held 974 shares of Royal Bank of Canada worth $202K as of Q2 2026.
  • Royal Bank of Canada was a new San Luis Wealth Advisors position in Q2 2026.
  • Royal Bank of Canada made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • San Luis Wealth Advisors first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 3 quarters since.
  • San Luis Wealth Advisors's Royal Bank of Canada position peaked at $230K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.