Valtinson Bruner Financial Planning’s Royal Bank of Canada RY Stock Holding History

Valtinson Bruner Financial Planning’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	$356K	Hold	1,721	–	–	0.09%	116
2026 Q1	$278K	Hold	1,721	–	–	0.08%	132
2025 Q4	$293K	Hold	1,721	–	–	0.08%	124
2025 Q3	$254K	Hold	1,721	–	–	0.08%	133
2025 Q2	$226K	Buy	+1,721	New	+$210K	0.07%	139
2025 Q1	–	Sell	-1,721	Closed	-$207K	–	156
2024 Q4	$207K	Hold	1,721	–	–	0.07%	141
2024 Q3	$215K	Buy	+1,721	New	+$198K	0.07%	130

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

Valtinson Bruner Financial Planning's RY Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its Royal Bank of Canada (RY) position steady in Q2 2026 at 1,721 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #116.

Valtinson Bruner Financial Planning first reported a position in RY in Q3 2024 and has held it in 7 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Valtinson Bruner Financial Planning held 1,721 shares of Royal Bank of Canada worth $356K as of Q2 2026.
Valtinson Bruner Financial Planning left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #116 holding.
Valtinson Bruner Financial Planning first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.