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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Valeo Financial Advisors's RY Position: Q2 2026 in Review

Valeo Financial Advisors increased its Royal Bank of Canada (RY) stake by 7.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,929 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #524.

Valeo Financial Advisors first reported a position in RY in Q1 2018 and has held it in 18 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Valeo Financial Advisors held 1,929 shares of Royal Bank of Canada worth $399K as of Q2 2026.
Valeo Financial Advisors bought 133 Royal Bank of Canada shares in Q2 2026, an estimated $24.7K.
Royal Bank of Canada made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #524 holding.
Valeo Financial Advisors first reported a position in Royal Bank of Canada in Q1 2018 and has held it in 18 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.