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

Sax 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	$537K	Hold	3,321	–	–	0.02%	325
2026 Q1	$566K	Hold	3,321	–	–	0.03%	271
2025 Q4	$566K	Hold	3,321	–	–	0.03%	278
2025 Q3	$489K	Hold	3,321	–	–	0.03%	274
2025 Q2	$437K	Buy	+3,321	New	+$406K	0.03%	277

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

Sax Wealth Advisors's RY Position: Q2 2026 in Review

Sax Wealth Advisors held its Royal Bank of Canada (RY) position steady in Q2 2026 at 3,321 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #325.

Sax Wealth Advisors first reported a position in RY in Q2 2025 and has held it in 5 quarters since. The position peaked at $566K in Q1 2026. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Sax Wealth Advisors held 3,321 shares of Royal Bank of Canada worth $537K as of Q2 2026.
Sax Wealth Advisors left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #325 holding.
Sax Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 5 quarters since.
Sax Wealth Advisors's Royal Bank of Canada position peaked at $566K in Q1 2026.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.