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Soltis Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Soltis Investment 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
Q1 		$692K Buy
4,278
+105
+3% +$17.6K 0.04% 277
2025
Q4 		$711K Buy
4,173
+131
+3% +$20.1K 0.05% 258
2025
Q3 		$595K Buy
4,042
+18
+0.4% +$2.48K 0.04% 278
2025
Q2 		$529K Buy
+4,024
New +$492K 0.04% 249

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's RY Position: Q1 2026 in Review

Soltis Investment Advisors increased its Royal Bank of Canada (RY) stake by 2.5% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,278 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #277.

Soltis Investment Advisors first reported a position in RY in Q2 2025 and has held it in 4 quarters since. The position peaked at $711K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Soltis Investment Advisors held 4,278 shares of Royal Bank of Canada worth $692K as of Q1 2026.
  • Soltis Investment Advisors bought 105 Royal Bank of Canada shares in Q1 2026, an estimated $17.6K.
  • Royal Bank of Canada made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #277 holding.
  • Soltis Investment Advisors first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Royal Bank of Canada position peaked at $711K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.