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TrueWealth Financial Partners’s Royal Bank of Canada RY Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-1,291
Closed -$209K – 59
2026
Q1 		$209K Buy
+1,291
New +$216K 0.08% 65

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

TrueWealth Financial Partners's RY Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Royal Bank of Canada (RY) in Q2 2026, closing a stake of 1,291 shares — an estimated $209K sold.

TrueWealth Financial Partners first reported a position in RY in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining Royal Bank of Canada position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 1,291 Royal Bank of Canada shares in Q2 2026, an estimated $209K.
  • TrueWealth Financial Partners first reported a position in Royal Bank of Canada in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's Royal Bank of Canada position peaked at $209K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.