Sara-Bay Financial’s Royal Bank of Canada RY Stock Holding History

Sara-Bay Financial’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	$1.11M	Hold	5,374	–	–	0.3%	31
2026 Q1	$869K	Sell	5,374 -17	-0.3%	-$2.84K	0.26%	34
2025 Q4	$925K	Sell	5,391 -41	-0.8%	-$6.3K	0.28%	32
2025 Q3	$800K	Hold	5,432	–	–	0.22%	35
2025 Q2	$715K	Sell	5,432 -48	-0.9%	-$5.87K	0.26%	36
2025 Q1	$615K	Sell	5,480 -4	-0.1%	-$471	0.27%	42
2024 Q4	$661K	Buy	+5,484	New	+$677K	0.25%	41
2024 Q3	–	Sell	-5,531	Closed	-$588K	–	93
2024 Q2	$588K	Buy	5,531 +47	+0.9%	+$4.83K	0.24%	50
2024 Q1	$550K	Sell	5,484 -137	-2%	-$13.5K	0.25%	52
2023 Q4	$568K	Sell	5,621 -54	-1%	-$4.76K	0.28%	43
2023 Q3	$496K	Hold	5,675	–	–	0.25%	46
2023 Q2	$542K	Sell	5,675 -164	-3%	-$15.7K	0.26%	46
2023 Q1	$558K	Sell	5,839 -151	-3%	-$15K	0.28%	37
2022 Q4	$563K	Sell	5,990 -16	-0.3%	-$1.51K	0.32%	37
2022 Q3	$541K	Hold	6,006	–	–	0.3%	37
2022 Q2	$580K	Sell	6,006 -33	-0.5%	-$3.38K	0.28%	38
2022 Q1	$666K	Hold	6,039	–	–	0.26%	39
2021 Q4	$641K	Sell	6,039 -4	-0.1%	-$415	0.19%	41
2021 Q3	$601K	Hold	6,043	–	–	0.24%	40
2021 Q2	$610K	Buy	6,043 +127	+2%	+$12.6K	0.23%	40
2021 Q1	$546K	Buy	5,916 +313	+6%	+$27.2K	0.22%	43
2020 Q4	$460K	Buy	5,603 +75	+1%	+$5.8K	0.21%	44
2020 Q3	$388K	Sell	5,528 -98	-2%	-$7.04K	0.21%	51
2020 Q2	$382K	Buy	+5,626	New	+$358K	0.22%	47

Other funds holding RY

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Sara-Bay Financial's RY Position: Q2 2026 in Review

Sara-Bay Financial held its Royal Bank of Canada (RY) position steady in Q2 2026 at 5,374 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #31.

Sara-Bay Financial first reported a position in RY in Q2 2020 and has held it in 24 quarters since. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Sara-Bay Financial held 5,374 shares of Royal Bank of Canada worth $1.11M as of Q2 2026.
Sara-Bay Financial left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.3% of Sara-Bay Financial's portfolio in Q2 2026, its #31 holding.
Sara-Bay Financial first reported a position in Royal Bank of Canada in Q2 2020 and has held it in 24 quarters since.
266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.