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

United Capital 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
Q1 		$7.24M Buy
44,780
+7,032
+19% +$1.18M 0.04% 291
2025
Q4 		$6.44M Sell
37,748
-668
-2% -$103K 0.04% 308
2025
Q3 		$5.66M Buy
38,416
+1,088
+3% +$150K 0.04% 284
2025
Q2 		$4.91M Sell
37,328
-1,443
-4% -$176K 0.04% 281
2025
Q1 		$4.37M Sell
38,771
-1,003
-3% -$118K 0.04% 294
2024
Q4 		$4.79M Sell
39,774
-2,025
-5% -$250K 0.04% 266
2024
Q3 		$5.21M Sell
41,799
-2,221
-5% -$255K 0.04% 255
2024
Q2 		$4.68M Sell
44,020
-1,140
-3% -$117K 0.04% 270
2024
Q1 		$4.56M Sell
45,160
-3,319
-7% -$328K 0.04% 299
2023
Q4 		$4.9M Sell
48,479
-35,906
-43% -$3.16M 0.04% 289
2023
Q3 		$7.38M Sell
84,385
-1,825
-2% -$170K 0.05% 257
2023
Q2 		$8.23M Sell
86,210
-3,023
-3% -$289K 0.04% 264
2023
Q1 		$8.53M Buy
89,233
+2,157
+2% +$214K 0.05% 258
2022
Q4 		$8.19M Sell
87,076
-4,069
-4% -$384K 0.05% 270
2022
Q3 		$8.21M Sell
91,145
-8,463
-8% -$812K 0.05% 261
2022
Q2 		$9.64M Sell
99,608
-1,379
-1% -$141K 0.05% 263
2022
Q1 		$11.1M Buy
100,987
+3,000
+3% +$336K 0.05% 264
2021
Q4 		$10.4M Sell
97,987
-5,141
-5% -$534K 0.05% 274
2021
Q3 		$10.3M Buy
103,128
+2,177
+2% +$222K 0.05% 269
2021
Q2 		$10.2M Sell
100,951
-159
-0.2% -$15.8K 0.05% 268
2021
Q1 		$9.32M Buy
101,110
+18,766
+23% +$1.63M 0.05% 270
2020
Q4 		$6.76M Sell
82,344
-1,065
-1% -$82.4K 0.04% 305
2020
Q3 		$5.85M Sell
83,409
-7,175
-8% -$516K 0.04% 316
2020
Q2 		$6.14M Buy
90,584
+6,139
+7% +$390K 0.04% 324
2020
Q1 		$5.2M Sell
84,445
-17,565
-17% -$1.3M 0.04% 331
2019
Q4 		$8.08M Buy
102,010
+17,594
+21% +$1.42M 0.05% 334
2019
Q3 		$6.85M Sell
84,416
-8,860
-9% -$692K 0.05% 343
2019
Q2 		$7.41M Buy
93,276
+4,041
+5% +$316K 0.05% 343
2019
Q1 		$6.74M Buy
89,235
+7,836
+10% +$593K 0.05% 354
2018
Q4 		$5.58M Sell
81,399
-3,495
-4% -$255K 0.04% 346
2018
Q3 		$6.81M Buy
84,894
+6,041
+8% +$474K 0.05% 375
2018
Q2 		$5.94M Buy
78,853
+6,998
+10% +$536K 0.04% 386
2018
Q1 		$5.55M Buy
71,855
+10,280
+17% +$835K 0.04% 393
2017
Q4 		$5.03M Buy
61,575
+7,160
+13% +$568K 0.04% 412
2017
Q3 		$4.21M Buy
54,415
+9,071
+20% +$677K 0.04% 419
2017
Q2 		$4.27M Buy
45,344
+5,081
+13% +$356K 0.04% 413
2017
Q1 		$2.94M Buy
40,263
+14,156
+54% +$1.03M 0.03% 472
2016
Q4 		$1.77M Buy
26,107
+5,633
+28% +$365K 0.02% 591
2016
Q3 		$1.27M Buy
20,474
+304
+2% +$18.7K 0.01% 716
2016
Q2 		$1.19M Sell
20,170
-1,060
-5% -$63.7K 0.01% 684
2016
Q1 		$1.22M Sell
21,230
-4,084
-16% -$212K 0.01% 653
2015
Q4 		$1.36M Buy
25,314
+831
+3% +$46.6K 0.02% 620
2015
Q3 		$1.35M Sell
24,483
-17,432
-42% -$993K 0.02% 614
2015
Q2 		$2.56M Buy
41,915
+15,313
+58% +$986K 0.03% 525
2015
Q1 		$1.77M Sell
26,602
-506
-2% -$31.1K 0.02% 594
2014
Q4 		$1.87M Buy
27,108
+2,349
+9% +$166K 0.03% 489
2014
Q3 		$1.77M Sell
24,759
-2,810
-10% -$207K 0.03% 469
2014
Q2 		$1.97M Buy
27,569
+233
+0.9% +$15.8K 0.04% 419
2014
Q1 		$1.8M Buy
+27,336
New +$1.77M 0.04% 376
2013
Q4 		– Sell
-29,856
Closed -$1.92M – 737
2013
Q3 		$1.92M Sell
29,856
-4,657
-13% -$289K 0.06% 257
2013
Q2 		$2.01M Buy
+34,513
New +$2.06M 0.05% 307

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

United Capital Financial Advisors's RY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Royal Bank of Canada (RY) stake by 19% in Q1 2026, buying an estimated $1.18M and bringing the position to 44,780 shares worth $7.24M. The position accounts for 0.04% of the portfolio, ranked #291.

United Capital Financial Advisors first reported a position in RY in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • United Capital Financial Advisors held 44,780 shares of Royal Bank of Canada worth $7.24M as of Q1 2026.
  • United Capital Financial Advisors bought 7,032 Royal Bank of Canada shares in Q1 2026, an estimated $1.18M.
  • Royal Bank of Canada made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #291 holding.
  • United Capital Financial Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Royal Bank of Canada position peaked at $11.1M in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.