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Twin Peaks Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Twin Peaks Wealth 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
Q1 		$81.4K Buy
+503
New +$84.2K 0.02% 323
2025
Q3 		– Sell
-377
Closed -$50.8K – 1707
2025
Q2 		$50.8K Buy
+377
New +$46.1K 0.02% 346

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's RY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Royal Bank of Canada (RY) in Q1 2026: 503 shares worth $81.4K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RY in Q2 2025 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 503 shares of Royal Bank of Canada worth $81.4K as of Q1 2026.
  • Royal Bank of Canada was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Royal Bank of Canada made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #323 holding.
  • Twin Peaks Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2025 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.