Simplicity Wealth’s Royal Bank of Canada RY Stock Holding History

Simplicity Wealth’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	$724K	Buy	3,497 +486	+16%	+$90.2K	0.02%	527
2026 Q1	$487K	Buy	3,011 +171	+6%	+$28.6K	0.03%	460
2025 Q4	$484K	Sell	2,840 -11	-0.4%	-$1.69K	0.03%	441
2025 Q3	$420K	Sell	2,851 -2,809	-50%	-$387K	0.02%	483
2025 Q2	$745K	Buy	+5,660	New	+$692K	0.03%	384
2024 Q3	–	Sell	-5,986	Closed	-$637K	–	1060
2024 Q2	$637K	Buy	5,986 +705	+13%	+$72.5K	0.01%	661
2024 Q1	$533K	Buy	+5,281	New	+$521K	0.01%	708

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

Simplicity Wealth's RY Position: Q2 2026 in Review

Simplicity Wealth increased its Royal Bank of Canada (RY) stake by 16% in Q2 2026, buying an estimated $90.2K and bringing the position to 3,497 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #527.

Simplicity Wealth first reported a position in RY in Q1 2024 and has held it in 7 quarters since. The position peaked at $745K in Q2 2025. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Simplicity Wealth held 3,497 shares of Royal Bank of Canada worth $724K as of Q2 2026.
Simplicity Wealth bought 486 Royal Bank of Canada shares in Q2 2026, an estimated $90.2K.
Royal Bank of Canada made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #527 holding.
Simplicity Wealth first reported a position in Royal Bank of Canada in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Royal Bank of Canada position peaked at $745K in Q2 2025.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.