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Sowell Financial Services’s Royal Bank of Canada RY Stock Holding History

Sowell Financial Services’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 		$256K Sell
1,236
-196
-14% -$36.4K 0.01% 943
2026
Q1 		$232K Buy
1,432
+48
+3% +$8.03K 0.01% 952
2025
Q4 		$236K Buy
+1,384
New +$213K 0.01% 936
2024
Q4 		– Sell
-11,033
Closed -$1.38M – 586
2024
Q3 		$1.38M Buy
11,033
+68
+0.6% +$7.81K 0.06% 296
2024
Q2 		$1.17M Buy
10,965
+115
+1% +$11.8K 0.06% 317
2024
Q1 		$1.09M Buy
10,850
+274
+3% +$27K 0.05% 330
2023
Q4 		$1.07M Sell
10,576
-51
-0.5% -$4.49K 0.06% 312
2023
Q3 		$929K Buy
10,627
+179
+2% +$16.6K 0.06% 316
2023
Q2 		$998K Buy
+10,448
New +$997K 0.06% 361
2023
Q1 		– Sell
-10,566
Closed -$993K – 820
2022
Q4 		$993K Buy
+10,566
New +$997K 0.06% 321
2021
Q2 		– Sell
-12,356
Closed -$1.22M – 2284
2021
Q1 		$1.22M Sell
12,356
-87
-0.7% -$7.57K 0.04% 355
2020
Q4 		$1.02M Sell
12,443
-99
-0.8% -$7.66K 0.04% 327
2020
Q3 		$880K Sell
12,542
-265
-2% -$19K 0.04% 324
2020
Q2 		$868K Buy
12,807
+415
+3% +$26.4K 0.05% 307
2020
Q1 		$763K Sell
12,392
-379
-3% -$28.1K 0.06% 297
2019
Q4 		$1.01M Sell
12,771
-229
-2% -$18.4K 0.08% 262
2019
Q3 		$1.05M Buy
+13,000
New +$1.01M 0.09% 247
2019
Q1 		$874K Sell
11,574
-34
-0.3% -$2.57K 0.1% 222
2018
Q4 		$795K Buy
11,608
+134
+1% +$9.78K 0.11% 195
2018
Q3 		$920K Buy
+11,474
New +$900K 0.13% 124

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Sowell Financial Services's RY Position: Q2 2026 in Review

Sowell Financial Services reduced its Royal Bank of Canada (RY) stake by 14% in Q2 2026, selling an estimated $36.4K and leaving 1,236 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #943.

Sowell Financial Services first reported a position in RY in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.38M in Q3 2024. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Sowell Financial Services held 1,236 shares of Royal Bank of Canada worth $256K as of Q2 2026.
  • Sowell Financial Services sold 196 Royal Bank of Canada shares in Q2 2026, an estimated $36.4K.
  • Royal Bank of Canada made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #943 holding.
  • Sowell Financial Services first reported a position in Royal Bank of Canada in Q3 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's Royal Bank of Canada position peaked at $1.38M in Q3 2024.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.