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Wagner Wealth Management (South Carolina)’s Royal Bank of Canada RY Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.42M Sell
6,884
-71
-1% -$13.2K 0.26% 54
2026
Q1 		$1.13M Buy
6,955
+295
+4% +$49.4K 0.23% 59
2025
Q4 		$1.14M Sell
6,660
-27
-0.4% -$4.15K 0.24% 54
2025
Q3 		$985K Sell
6,687
-261
-4% -$36K 0.23% 56
2025
Q2 		$914K Buy
6,948
+527
+8% +$64.5K 0.21% 56
2025
Q1 		$724K Buy
6,421
+137
+2% +$16.1K 0.18% 60
2024
Q4 		$757K Buy
6,284
+521
+9% +$64.3K 0.2% 55
2024
Q3 		$719K Buy
5,763
+42
+0.7% +$4.82K 0.19% 57
2024
Q2 		$609K Buy
5,721
+842
+17% +$86.6K 0.18% 65
2024
Q1 		$492K Buy
4,879
+440
+10% +$43.4K 0.15% 75
2023
Q4 		$449K Buy
4,439
+20
+0.5% +$1.76K 0.15% 80
2023
Q3 		$386K Buy
4,419
+427
+11% +$39.7K 0.14% 82
2023
Q2 		$381K Buy
3,992
+8
+0.2% +$764 0.15% 81
2023
Q1 		$381K Buy
3,984
+157
+4% +$15.6K 0.17% 84
2022
Q4 		$360K Buy
3,827
+1,817
+90% +$172K 0.22% 79
2022
Q3 		$181K Buy
2,010
+1,017
+102% +$97.5K 0.13% 105
2022
Q2 		$96K Buy
+993
New +$102K 0.08% 151
2022
Q1 		– Sell
-582
Closed -$62K – 574
2021
Q4 		$62K Hold
582
– – 0.05% 227
2021
Q3 		$61K Buy
+582
New +$59.3K 0.05% 218

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Royal Bank of Canada (RY) stake by 1% in Q2 2026, selling an estimated $13.2K and leaving 6,884 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #54.

Wagner Wealth Management (South Carolina) first reported a position in RY in Q3 2021 and has held it in 19 quarters since. 980 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 6,884 shares of Royal Bank of Canada worth $1.42M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 71 Royal Bank of Canada shares in Q2 2026, an estimated $13.2K.
  • Royal Bank of Canada made up 0.26% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #54 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Royal Bank of Canada in Q3 2021 and has held it in 19 quarters since.
  • 980 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.