Sequoia Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Sequoia Financial 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	$4.32M	Buy	20,866 +1,391	+7%	+$258K	0.02%	382
2026 Q1	$3.15M	Sell	19,475 -2,197	-10%	-$368K	0.02%	443
2025 Q4	$3.69M	Buy	21,672 +610	+3%	+$93.7K	0.02%	388
2025 Q3	$3.1M	Buy	21,062 +2,239	+12%	+$309K	0.02%	409
2025 Q2	$2.48M	Buy	18,823 +3,015	+19%	+$369K	0.02%	418
2025 Q1	$1.78M	Buy	15,808 +618	+4%	+$72.8K	0.01%	461
2024 Q4	$1.83M	Buy	15,190 +889	+6%	+$110K	0.02%	426
2024 Q3	$1.78M	Buy	14,301 +385	+3%	+$44.2K	0.02%	399
2024 Q2	$1.48M	Buy	13,916 +1,551	+13%	+$160K	0.02%	396
2024 Q1	$1.25M	Buy	12,365 +5,303	+75%	+$523K	0.02%	425
2023 Q4	$714K	Sell	7,062 -1,542	-18%	-$136K	0.01%	633
2023 Q3	$752K	Sell	8,604 -145	-2%	-$13.5K	0.01%	403
2023 Q2	$837K	Sell	8,749 -940	-10%	-$89.7K	0.01%	385
2023 Q1	$926K	Buy	9,689 +2,118	+28%	+$210K	0.02%	332
2022 Q4	$712K	Buy	7,571 +2,807	+59%	+$265K	0.02%	361
2022 Q3	$429K	Sell	4,764 -435	-8%	-$41.7K	0.01%	315
2022 Q2	$503K	Buy	5,199 +257	+5%	+$26.3K	0.01%	323
2022 Q1	$545K	Buy	4,942 +1,582	+47%	+$177K	0.01%	339
2021 Q4	$357K	Buy	+3,360	New	+$349K	0.01%	401

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

Sequoia Financial Advisors's RY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Royal Bank of Canada (RY) stake by 7.1% in Q2 2026, buying an estimated $258K and bringing the position to 20,866 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #382.

Sequoia Financial Advisors first reported a position in RY in Q4 2021 and has held it in 19 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Sequoia Financial Advisors held 20,866 shares of Royal Bank of Canada worth $4.32M as of Q2 2026.
Sequoia Financial Advisors bought 1,391 Royal Bank of Canada shares in Q2 2026, an estimated $258K.
Royal Bank of Canada made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #382 holding.
Sequoia Financial Advisors first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 19 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.