SFA
RCL icon

Souders Financial Advisors’s Royal Caribbean RCL Stock Holding History

Souders Financial Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71M Buy
5,388
+415
+8% +$116K 0.17% 66
2026
Q1 		$1.37M Buy
4,973
+556
+13% +$166K 0.16% 75
2025
Q4 		$1.23M Sell
4,417
-267
-6% -$75.4K 0.14% 80
2025
Q3 		$1.52M Buy
4,684
+445
+10% +$149K 0.18% 66
2025
Q2 		$1.33M Buy
4,239
+223
+6% +$53.1K 0.17% 72
2025
Q1 		$825K Sell
4,016
-379
-9% -$89.5K 0.12% 104
2024
Q4 		$1.01M Sell
4,395
-114
-3% -$25.2K 0.14% 102
2024
Q3 		$800K Buy
+4,509
New +$731K 0.11% 111

Other funds holding RCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Souders Financial Advisors's RCL Position: Q2 2026 in Review

Souders Financial Advisors increased its Royal Caribbean (RCL) stake by 8.3% in Q2 2026, buying an estimated $116K and bringing the position to 5,388 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #66.

Souders Financial Advisors first reported a position in RCL in Q3 2024 and has held it in 8 quarters since. 626 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Souders Financial Advisors held 5,388 shares of Royal Caribbean worth $1.71M as of Q2 2026.
  • Souders Financial Advisors bought 415 Royal Caribbean shares in Q2 2026, an estimated $116K.
  • Royal Caribbean made up 0.17% of Souders Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Souders Financial Advisors first reported a position in Royal Caribbean in Q3 2024 and has held it in 8 quarters since.
  • 626 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.