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

SOA 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	$310K	Buy	14,700 +13,267	+926%	+$2.46M	0.05%	168
2026 Q1	$232K	Hold	1,433	–	–	0.04%	178
2025 Q4	$244K	Hold	1,433	–	–	0.04%	183
2025 Q3	$211K	Hold	1,433	–	–	0.04%	197
2025 Q2	$189K	Hold	1,433	–	–	0.04%	203
2025 Q1	$162K	Sell	1,433 -42	-3%	-$4.95K	0.03%	208
2024 Q4	$178K	Hold	1,475	–	–	0.03%	193
2024 Q3	$184K	Hold	1,475	–	–	0.04%	192
2024 Q2	$157K	Hold	1,475	–	–	0.03%	203
2024 Q1	$149K	Hold	1,475	–	–	0.03%	206
2023 Q4	$149K	Sell	1,475 -151	-9%	-$13.3K	0.03%	199
2023 Q3	$142K	Buy	1,626 +151	+10%	+$14K	0.04%	195
2023 Q2	$141K	Hold	1,475	–	–	0.03%	197
2023 Q1	$141K	Hold	1,475	–	–	0.03%	190
2022 Q4	$139K	Hold	1,475	–	–	0.04%	189
2022 Q3	$132K	Hold	1,475	–	–	0.04%	177
2022 Q2	$142K	Hold	1,475	–	–	0.04%	170
2022 Q1	$162K	Hold	1,475	–	–	0.04%	186
2021 Q4	$155K	Hold	1,475	–	–	0.04%	186
2021 Q3	$146K	Hold	1,475	–	–	0.04%	188
2021 Q2	$149K	Hold	1,475	–	–	0.04%	181
2021 Q1	$136K	Hold	1,475	–	–	0.04%	168
2020 Q4	$123K	Buy	+1,475	New	+$114K	0.03%	179

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

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

SOA Wealth Advisors increased its Royal Bank of Canada (RY) stake by 926% in Q2 2026, buying an estimated $2.46M and bringing the position to 14,700 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #168.

SOA Wealth Advisors first reported a position in RY in Q4 2020 and has held it in 23 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

SOA Wealth Advisors held 14,700 shares of Royal Bank of Canada worth $310K as of Q2 2026.
SOA Wealth Advisors bought 13,267 Royal Bank of Canada shares in Q2 2026, an estimated $2.46M.
Royal Bank of Canada made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #168 holding.
SOA Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 23 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.