Wealth Alliance’s Royal Bank of Canada RY Stock Holding History

Wealth Alliance’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	$224K	Sell	1,081 -342	-24%	-$63.4K	0.02%	529
2026 Q1	$230K	Sell	1,423 -302	-18%	-$50.5K	0.02%	503
2025 Q4	$294K	Sell	1,725 -37	-2%	-$5.68K	0.03%	433
2025 Q3	$260K	Buy	1,762 +6	+0.3%	+$827	0.03%	465
2025 Q2	$231K	Buy	+1,756	New	+$215K	0.03%	488
2025 Q1	–	Sell	-1,675	Closed	-$202K	–	542
2024 Q4	$202K	Buy	1,675 +2	+0.1%	+$247	0.02%	476
2024 Q3	$209K	Buy	+1,673	New	+$192K	0.02%	493

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

Wealth Alliance's RY Position: Q2 2026 in Review

Wealth Alliance reduced its Royal Bank of Canada (RY) stake by 24% in Q2 2026, selling an estimated $63.4K and leaving 1,081 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #529.

Wealth Alliance first reported a position in RY in Q3 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2025. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Wealth Alliance held 1,081 shares of Royal Bank of Canada worth $224K as of Q2 2026.
Wealth Alliance sold 342 Royal Bank of Canada shares in Q2 2026, an estimated $63.4K.
Royal Bank of Canada made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #529 holding.
Wealth Alliance first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
Wealth Alliance's Royal Bank of Canada position peaked at $294K in Q4 2025.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.