True Wealth Design’s Royal Bank of Canada RY Stock Holding History

True Wealth Design’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	$77.6K	Hold	375	–	–	0.02%	332
2026 Q1	$60.7K	Buy	375 +145	+63%	+$24.3K	0.02%	348
2025 Q4	$39.2K	Buy	230 +20	+10%	+$3.07K	0.01%	406
2025 Q3	$30.9K	Buy	+210	New	+$28.9K	0.01%	446
2023 Q3	–	Sell	-7,718	Closed	-$737K	–	808
2023 Q2	$737K	Buy	7,718 +35	+0.5%	+$3.34K	0.27%	85
2023 Q1	$734K	Buy	7,683 +67	+0.9%	+$6.64K	0.31%	84
2022 Q4	$716K	Buy	+7,616	New	+$719K	0.33%	83

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

True Wealth Design's RY Position: Q2 2026 in Review

True Wealth Design held its Royal Bank of Canada (RY) position steady in Q2 2026 at 375 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #332.

True Wealth Design first reported a position in RY in Q4 2022 and has held it in 7 quarters since. The position peaked at $737K in Q2 2023. 246 funds tracked by Wall St. Rank hold RY as of Q2 2026.

True Wealth Design held 375 shares of Royal Bank of Canada worth $77.6K as of Q2 2026.
True Wealth Design left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #332 holding.
True Wealth Design first reported a position in Royal Bank of Canada in Q4 2022 and has held it in 7 quarters since.
True Wealth Design's Royal Bank of Canada position peaked at $737K in Q2 2023.
246 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.