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

Valued 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 Q2	$5.59K	Hold	27	–	–	﹤0.01%	425
2026 Q1	$4.37K	Hold	27	–	–	﹤0.01%	425
2025 Q4	$4.6K	Hold	27	–	–	﹤0.01%	316
2025 Q3	$3.98K	Hold	27	–	–	﹤0.01%	317
2025 Q2	$3.55K	Hold	27	–	–	﹤0.01%	325
2025 Q1	$3.04K	Hold	27	–	–	﹤0.01%	369
2024 Q4	$3.25K	Hold	27	–	–	﹤0.01%	356
2024 Q3	$3.37K	Hold	27	–	–	﹤0.01%	321
2024 Q2	$2.87K	Hold	27	–	–	﹤0.01%	338
2024 Q1	$2.72K	Hold	27	–	–	﹤0.01%	319
2023 Q4	$2.36K	Buy	+27	New	+$2.38K	﹤0.01%	286

Other funds holding RY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Valued Wealth Advisors's RY Position: Q2 2026 in Review

Valued Wealth Advisors held its Royal Bank of Canada (RY) position steady in Q2 2026 at 27 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Valued Wealth Advisors first reported a position in RY in Q4 2023 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Valued Wealth Advisors held 27 shares of Royal Bank of Canada worth $5.59K as of Q2 2026.
Valued Wealth Advisors left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #425 holding.
Valued Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 11 quarters since.
266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.