Transamerica Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Transamerica Financial Advisors’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	$343K	Buy	1,655 +70	+4%	+$13K	0.03%	345
2026 Q1	$257K	Buy	1,585 +35	+2%	+$5.86K	0.02%	366
2025 Q4	$264K	Buy	1,550 +277	+22%	+$42.5K	0.02%	328
2025 Q3	$187K	Buy	1,273 +368	+41%	+$50.7K	0.02%	339
2025 Q2	$119K	Sell	905 -415	-31%	-$50.8K	0.01%	263
2025 Q1	$149K	Sell	1,320 -58	-4%	-$6.83K	0.02%	242
2024 Q4	$166K	Sell	1,378 -104	-7%	-$12.8K	0.02%	231
2024 Q3	$185K	Buy	1,482 +1,428	+2,644%	+$164K	0.02%	232
2024 Q2	$6K	Hold	54	–	–	﹤0.01%	337
2024 Q1	$6K	Sell	54 -2,798	-98%	-$276K	﹤0.01%	370
2023 Q4	$289K	Sell	2,852 -1,231	-30%	-$108K	0.04%	220
2023 Q3	$357K	Sell	4,083 -1,597	-28%	-$149K	0.05%	182
2023 Q2	$543K	Sell	5,680 -84	-1%	-$8.02K	0.07%	171
2023 Q1	$551K	Sell	5,764 -206	-3%	-$20.4K	0.07%	168
2022 Q4	$562K	Buy	5,970 +153	+3%	+$14.4K	0.08%	159
2022 Q3	$524K	Sell	5,817 -1,272	-18%	-$122K	0.08%	154
2022 Q2	$687K	Buy	+7,089	New	+$725K	0.1%	146
2021 Q2	–	Sell	-11	Closed	-$1K	–	242
2021 Q1	$1K	Buy	11 +5	+83%	+$435	0.02%	180
2020 Q4	$1K	Buy	+6	New	+$464	0.02%	171
2016 Q2	–	Sell	-529	Closed	-$31K	–	658
2016 Q1	$31K	Hold	529	–	–	﹤0.01%	434
2015 Q4	$29K	Hold	529	–	–	﹤0.01%	476
2015 Q3	$30K	Hold	529	–	–	﹤0.01%	454
2015 Q2	$33K	Hold	529	–	–	﹤0.01%	502
2015 Q1	$32K	Hold	529	–	–	﹤0.01%	484
2014 Q4	$37K	Hold	529	–	–	﹤0.01%	386
2014 Q3	$38K	Hold	529	–	–	﹤0.01%	365
2014 Q2	$38K	Buy	+529	New	+$35.9K	﹤0.01%	394

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

Transamerica Financial Advisors's RY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Royal Bank of Canada (RY) stake by 4.4% in Q2 2026, buying an estimated $13K and bringing the position to 1,655 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #345.

Transamerica Financial Advisors first reported a position in RY in Q2 2014 and has held it in 27 quarters since. The position peaked at $687K in Q2 2022. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Transamerica Financial Advisors held 1,655 shares of Royal Bank of Canada worth $343K as of Q2 2026.
Transamerica Financial Advisors bought 70 Royal Bank of Canada shares in Q2 2026, an estimated $13K.
Royal Bank of Canada made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #345 holding.
Transamerica Financial Advisors first reported a position in Royal Bank of Canada in Q2 2014 and has held it in 27 quarters since.
Transamerica Financial Advisors's Royal Bank of Canada position peaked at $687K in Q2 2022.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.