Toth Financial Advisory’s Royal Bank of Canada RY Stock Holding History

Toth Financial Advisory’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 Q3	$39.3K	Hold	200	–	–	﹤0.01%	403
2026 Q2	$41.4K	Hold	200	–	–	﹤0.01%	407
2026 Q1	$32.4K	Hold	200	–	–	﹤0.01%	418
2025 Q4	$34.1K	Hold	200	–	–	﹤0.01%	408
2025 Q3	$29.5K	Buy	+200	New	+$27.6K	﹤0.01%	427
2020 Q1	–	Sell	-184	Closed	-$15K	–	507
2019 Q4	$15K	Hold	184	–	–	﹤0.01%	280
2019 Q3	$15K	Hold	184	–	–	﹤0.01%	290
2019 Q2	$15K	Hold	184	–	–	﹤0.01%	291
2019 Q1	$14K	Hold	184	–	–	﹤0.01%	282
2018 Q4	$13K	Hold	184	–	–	﹤0.01%	270
2018 Q3	$15K	Hold	184	–	–	﹤0.01%	290
2018 Q2	$14K	Hold	184	–	–	﹤0.01%	291
2018 Q1	$14K	Hold	184	–	–	﹤0.01%	298
2017 Q4	$15K	Buy	+184	New	+$14.6K	﹤0.01%	294

Other funds holding RY

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Toth Financial Advisory's RY Position: Q3 2026 in Review

Toth Financial Advisory held its Royal Bank of Canada (RY) position steady in Q3 2026 at 200 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Toth Financial Advisory first reported a position in RY in Q4 2017 and has held it in 14 quarters since. The position peaked at $41.4K in Q2 2026. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Toth Financial Advisory held 200 shares of Royal Bank of Canada worth $39.3K as of Q3 2026.
Toth Financial Advisory left its Royal Bank of Canada share count unchanged in Q3 2026.
Royal Bank of Canada made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #403 holding.
Toth Financial Advisory first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 14 quarters since.
Toth Financial Advisory's Royal Bank of Canada position peaked at $41.4K in Q2 2026.
34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.