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Summit Financial’s Royal Bank of Canada RY Stock Holding History

Summit Financial’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 		$2.01M Buy
9,690
+830
+9% +$154K 0.02% 635
2026
Q1 		$1.43M Sell
8,860
-87
-1% -$14.6K 0.02% 667
2025
Q4 		$1.53M Sell
8,947
-97
-1% -$14.9K 0.02% 546
2025
Q3 		$1.33M Buy
9,044
+501
+6% +$69.1K 0.02% 571
2025
Q2 		$1.12M Sell
8,543
-37
-0.4% -$4.53K 0.03% 396
2025
Q1 		$967K Buy
8,580
+61
+0.7% +$7.18K 0.03% 382
2024
Q4 		$1.03M Buy
8,519
+5,283
+163% +$652K 0.04% 313
2024
Q3 		$404K Sell
3,236
-125
-4% -$14.4K 0.02% 408
2024
Q2 		$358K Buy
3,361
+276
+9% +$28.4K 0.02% 388
2024
Q1 		$311K Buy
+3,085
New +$304K 0.02% 315

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

Summit Financial's RY Position: Q2 2026 in Review

Summit Financial increased its Royal Bank of Canada (RY) stake by 9.4% in Q2 2026, buying an estimated $154K and bringing the position to 9,690 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #635.

Summit Financial first reported a position in RY in Q1 2024 and has held it in 10 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Summit Financial held 9,690 shares of Royal Bank of Canada worth $2.01M as of Q2 2026.
  • Summit Financial bought 830 Royal Bank of Canada shares in Q2 2026, an estimated $154K.
  • Royal Bank of Canada made up 0.02% of Summit Financial's portfolio in Q2 2026, its #635 holding.
  • Summit Financial first reported a position in Royal Bank of Canada in Q1 2024 and has held it in 10 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.