Triangle Securities Wealth Management’s Royal Bank of Canada RY Stock Holding History

Triangle Securities Wealth Management’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	$580K	Hold	2,800	–	–	0.12%	156
2026 Q1	$453K	Hold	2,800	–	–	0.1%	163
2025 Q4	$477K	Hold	2,800	–	–	0.1%	163
2025 Q3	$412K	Hold	2,800	–	–	0.09%	168
2025 Q2	$368K	Sell	2,800 -978	-26%	-$120K	0.09%	174
2025 Q1	$426K	Hold	3,778	–	–	0.11%	162
2024 Q4	$455K	Sell	3,778 -150	-4%	-$18.5K	0.12%	153
2024 Q3	$490K	Buy	3,928 +1,128	+40%	+$130K	0.13%	152
2024 Q2	$298K	Sell	2,800 -1,039	-27%	-$107K	0.08%	179
2024 Q1	$387K	Hold	3,839	–	–	0.11%	166
2023 Q4	$388K	Hold	3,839	–	–	0.12%	156
2023 Q3	$336K	Hold	3,839	–	–	0.12%	156
2023 Q2	$367K	Sell	3,839 -315	-8%	-$30.1K	0.13%	155
2023 Q1	$397K	Sell	4,154 -630	-13%	-$62.4K	0.14%	150
2022 Q4	$450K	Sell	4,784 -165	-3%	-$15.6K	0.16%	143
2022 Q3	$446K	Hold	4,949	–	–	0.18%	128
2022 Q2	$479K	Hold	4,949	–	–	0.19%	131
2022 Q1	$546K	Sell	4,949 -2,390	-33%	-$268K	0.18%	129
2021 Q4	$779K	Sell	7,339 -34	-0.5%	-$3.53K	0.24%	110
2021 Q3	$733K	Hold	7,373	–	–	0.25%	110
2021 Q2	$747K	Buy	7,373 +265	+4%	+$26.3K	0.25%	109
2021 Q1	$655K	Hold	7,108	–	–	0.24%	114
2020 Q4	$583K	Sell	7,108 -257	-3%	-$19.9K	0.23%	118
2020 Q3	$517K	Hold	7,365	–	–	0.23%	111
2020 Q2	$499K	Hold	7,365	–	–	0.24%	110
2020 Q1	$453K	Hold	7,365	–	–	0.26%	103
2019 Q4	$583K	Sell	7,365 -83	-1%	-$6.68K	0.25%	105
2019 Q3	$604K	Hold	7,448	–	–	0.3%	95
2019 Q2	$599K	Sell	7,448 -175	-2%	-$13.7K	0.3%	86
2019 Q1	$576K	Sell	7,623 -110	-1%	-$8.32K	0.3%	88
2018 Q4	$530K	Sell	7,733 -600	-7%	-$43.8K	0.31%	89
2018 Q3	$668K	Sell	8,333 -2,650	-24%	-$208K	0.35%	81
2018 Q2	$827K	Buy	10,983 +2,350	+27%	+$180K	0.46%	70
2018 Q1	$667K	Sell	8,633 -600	-6%	-$48.7K	0.38%	77
2017 Q4	$754K	Sell	9,233 -1,310	-12%	-$104K	0.43%	72
2017 Q3	$816K	Buy	10,543 +2,307	+28%	+$172K	0.49%	65
2017 Q2	$597K	Sell	8,236 -200	-2%	-$14K	0.39%	71
2017 Q1	$615K	Sell	8,436 -150	-2%	-$10.9K	0.39%	72
2016 Q4	$581K	Sell	8,586 -85	-1%	-$5.51K	0.39%	72
2016 Q3	$537K	Sell	8,671 -80	-0.9%	-$4.92K	0.37%	77
2016 Q2	$517K	Buy	8,751 +1,449	+20%	+$87.1K	0.39%	77
2016 Q1	$420K	Hold	7,302	–	–	0.27%	92
2015 Q4	$391K	Sell	7,302 -4,540	-38%	-$255K	0.26%	89
2015 Q3	$654K	Buy	11,842 +2,070	+21%	+$118K	0.49%	69
2015 Q2	$598K	Hold	9,772	–	–	0.42%	77
2015 Q1	$590K	Sell	9,772 -605	-6%	-$37.2K	0.41%	78
2014 Q4	$717K	Sell	10,377 -560	-5%	-$39.6K	0.51%	62
2014 Q3	$781K	Sell	10,937 -324	-3%	-$23.8K	0.6%	61
2014 Q2	$804K	Sell	11,261 -1,292	-10%	-$87.6K	0.62%	61
2014 Q1	$757K	Buy	12,553 +1,592	+15%	+$103K	0.68%	52
2013 Q4	$737K	Sell	10,961 -2,150	-16%	-$143K	0.6%	63
2013 Q3	$842K	Sell	13,111 -970	-7%	-$60.2K	0.73%	45
2013 Q2	$821K	Buy	+14,081	New	+$841K	0.61%	50

Other funds holding RY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Triangle Securities Wealth Management's RY Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2026 at 2,800 shares worth $580K. The position accounts for 0.12% of the portfolio, ranked #156.

Triangle Securities Wealth Management first reported a position in RY in Q2 2013 and has held it in 53 quarters since. The position peaked at $842K in Q3 2013. 146 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Triangle Securities Wealth Management held 2,800 shares of Royal Bank of Canada worth $580K as of Q2 2026.
Triangle Securities Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.12% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #156 holding.
Triangle Securities Wealth Management first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Royal Bank of Canada position peaked at $842K in Q3 2013.
146 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.