Southland Equity Partners’s Royal Bank of Canada RY Stock Holding History

Southland Equity Partners’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	$267K	Buy	1,288 +12	+0.9%	+$2.23K	0.05%	255
2026 Q1	$206K	Buy	1,276 +91	+8%	+$15.2K	0.04%	265
2025 Q4	$202K	Buy	+1,185	New	+$182K	0.04%	254

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

Southland Equity Partners's RY Position: Q2 2026 in Review

Southland Equity Partners increased its Royal Bank of Canada (RY) stake by 0.94% in Q2 2026, buying an estimated $2.23K and bringing the position to 1,288 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #255.

Southland Equity Partners first reported a position in RY in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Southland Equity Partners held 1,288 shares of Royal Bank of Canada worth $267K as of Q2 2026.
Southland Equity Partners bought 12 Royal Bank of Canada shares in Q2 2026, an estimated $2.23K.
Royal Bank of Canada made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #255 holding.
Southland Equity Partners first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 3 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.