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Strategic Family Wealth Counselors’s Royal Bank of Canada RY Stock Holding History

Strategic Family Wealth Counselors’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 		$310K Hold
1,499
– – 0.07% 141
2026
Q1 		$243K Sell
1,499
-1
-0.1% -$167 0.06% 143
2025
Q4 		$251K Hold
1,500
– – 0.06% 189
2025
Q3 		$221K Buy
+1,500
New +$207K 0.06% 143

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

Strategic Family Wealth Counselors's RY Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its Royal Bank of Canada (RY) position steady in Q2 2026 at 1,499 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #141.

Strategic Family Wealth Counselors first reported a position in RY in Q3 2025 and has held it in 4 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Strategic Family Wealth Counselors held 1,499 shares of Royal Bank of Canada worth $310K as of Q2 2026.
  • Strategic Family Wealth Counselors left its Royal Bank of Canada share count unchanged in Q2 2026.
  • Royal Bank of Canada made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #141 holding.
  • Strategic Family Wealth Counselors first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 4 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.