Spire Wealth Management’s Royal Bank of Canada RY Stock Holding History

Spire Wealth Management’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	$243K	Buy	1,173 +207	+21%	+$38.4K	0.01%	732
2026 Q1	$156K	Hold	966	–	–	0.01%	855
2025 Q4	$165K	Buy	966 +11	+1%	+$1.69K	0.01%	852
2025 Q3	$141K	Hold	955	–	–	﹤0.01%	887
2025 Q2	$126K	Hold	955	–	–	﹤0.01%	895
2025 Q1	$108K	Sell	955 -11	-1%	-$1.29K	﹤0.01%	1010
2024 Q4	$116K	Buy	966 +11	+1%	+$1.36K	﹤0.01%	982
2024 Q3	$119K	Hold	955	–	–	﹤0.01%	858
2024 Q2	$102K	Sell	955 -322	-25%	-$33.1K	﹤0.01%	888
2024 Q1	$129K	Hold	1,277	–	–	﹤0.01%	919
2023 Q4	$127K	Hold	1,277	–	–	﹤0.01%	931
2023 Q3	$112K	Hold	1,277	–	–	﹤0.01%	917
2023 Q2	$122K	Hold	1,277	–	–	﹤0.01%	907
2023 Q1	$122K	Buy	1,277 +248	+24%	+$24.6K	﹤0.01%	897
2022 Q4	$97K	Hold	1,029	–	–	0.01%	757
2022 Q3	$93K	Sell	1,029 -722	-41%	-$69.2K	0.01%	733
2022 Q2	$170K	Sell	1,751 -396	-18%	-$40.5K	0.01%	821
2022 Q1	$237K	Sell	2,147 -947	-31%	-$106K	0.01%	820
2021 Q4	$328K	Buy	3,094 +979	+46%	+$102K	0.01%	871
2021 Q3	$210K	Sell	2,115 -500	-19%	-$51K	0.01%	898
2021 Q2	$265K	Buy	2,615 +387	+17%	+$38.4K	0.01%	826
2021 Q1	$206K	Buy	+2,228	New	+$194K	0.01%	1048

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

Spire Wealth Management's RY Position: Q2 2026 in Review

Spire Wealth Management increased its Royal Bank of Canada (RY) stake by 21% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,173 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #732.

Spire Wealth Management first reported a position in RY in Q1 2021 and has held it in 22 quarters since. The position peaked at $328K in Q4 2021. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Spire Wealth Management held 1,173 shares of Royal Bank of Canada worth $243K as of Q2 2026.
Spire Wealth Management bought 207 Royal Bank of Canada shares in Q2 2026, an estimated $38.4K.
Royal Bank of Canada made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #732 holding.
Spire Wealth Management first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Royal Bank of Canada position peaked at $328K in Q4 2021.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.