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

Strategic Wealth 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 		$113K Buy
548
+30
+6% +$5.57K 0.01% 387
2026
Q1 		$83.8K Hold
518
– – 0.01% 419
2025
Q4 		$88.3K Hold
518
– – 0.01% 423
2025
Q3 		$76.3K Buy
518
+68
+15% +$9.37K 0.01% 480
2025
Q2 		$59.2K Buy
+450
New +$55K ﹤0.01% 466

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 Wealth Partners's RY Position: Q2 2026 in Review

Strategic Wealth Partners increased its Royal Bank of Canada (RY) stake by 5.8% in Q2 2026, buying an estimated $5.57K and bringing the position to 548 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #387.

Strategic Wealth Partners first reported a position in RY in Q2 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Strategic Wealth Partners held 548 shares of Royal Bank of Canada worth $113K as of Q2 2026.
  • Strategic Wealth Partners bought 30 Royal Bank of Canada shares in Q2 2026, an estimated $5.57K.
  • Royal Bank of Canada made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #387 holding.
  • Strategic Wealth Partners first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 5 quarters since.
  • 988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.