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

Valeo 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
Q3 		$435K Buy
2,211
+282
+15% +$58.7K 0.01% 497
2026
Q2 		$399K Buy
1,929
+133
+7% +$24.7K 0.01% 524
2026
Q1 		$291K Buy
1,796
+82
+5% +$13.7K 0.01% 562
2025
Q4 		$292K Buy
1,714
+114
+7% +$17.5K 0.01% 636
2025
Q3 		$236K Hold
1,600
– – 0.01% 696
2025
Q2 		$210K Buy
+1,600
New +$196K 0.01% 695
2021
Q2 		– Sell
-83
Closed -$8K – 1555
2021
Q1 		$8K Buy
83
+68
+453% +$5.92K ﹤0.01% 1429
2020
Q4 		$1K Hold
15
– – ﹤0.01% 1606
2020
Q3 		$1K Sell
15
-109
-88% -$7.83K ﹤0.01% 1514
2020
Q2 		$8K Buy
124
+109
+727% +$6.93K ﹤0.01% 1371
2020
Q1 		$1K Hold
15
– – ﹤0.01% 1703
2019
Q4 		$1K Hold
15
– – ﹤0.01% 1564
2019
Q3 		$1K Hold
15
– – ﹤0.01% 1483
2019
Q2 		$1K Hold
15
– – ﹤0.01% 1491
2019
Q1 		$1K Hold
15
– – ﹤0.01% 1483
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1412
2018
Q3 		$1K Hold
15
– – ﹤0.01% 1675
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1508
2018
Q1 		$1K Buy
+15
New +$1.22K ﹤0.01% 1462

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Valeo Financial Advisors's RY Position: Q3 2026 in Review

Valeo Financial Advisors increased its Royal Bank of Canada (RY) stake by 15% in Q3 2026, buying an estimated $58.7K and bringing the position to 2,211 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #497.

Valeo Financial Advisors first reported a position in RY in Q1 2018 and has held it in 19 quarters since. 34 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Valeo Financial Advisors held 2,211 shares of Royal Bank of Canada worth $435K as of Q3 2026.
  • Valeo Financial Advisors bought 282 Royal Bank of Canada shares in Q3 2026, an estimated $58.7K.
  • Royal Bank of Canada made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #497 holding.
  • Valeo Financial Advisors first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 19 quarters since.
  • 34 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.