Southeast Asset Advisors’s Royal Bank of Canada RY Stock Holding History

Southeast Asset 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	$414K	Hold	2,000	–	–	0.04%	157
2026 Q1	$324K	Hold	2,000	–	–	0.04%	168
2025 Q4	$341K	Hold	2,000	–	–	0.03%	169
2025 Q3	$295K	Hold	2,000	–	–	0.03%	178
2025 Q2	$263K	Hold	2,000	–	–	0.03%	169
2025 Q1	$225K	Buy	+2,000	New	+$236K	0.03%	171

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

Southeast Asset Advisors's RY Position: Q2 2026 in Review

Southeast Asset Advisors held its Royal Bank of Canada (RY) position steady in Q2 2026 at 2,000 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #157.

Southeast Asset Advisors first reported a position in RY in Q1 2025 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Southeast Asset Advisors held 2,000 shares of Royal Bank of Canada worth $414K as of Q2 2026.
Southeast Asset Advisors left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.04% of Southeast Asset Advisors's portfolio in Q2 2026, its #157 holding.
Southeast Asset Advisors first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.