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 Q3	$208K	Sell	1,057 -24	-2%	-$4.99K	0.02%	538
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Wealth Alliance's RY Position: Q3 2026 in Review

Wealth Alliance reduced its Royal Bank of Canada (RY) stake by 2.2% in Q3 2026, selling an estimated $4.99K and leaving 1,057 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #538.

Wealth Alliance first reported a position in RY in Q3 2024 and has held it in 8 quarters since. The position peaked at $294K in Q4 2025. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Wealth Alliance held 1,057 shares of Royal Bank of Canada worth $208K as of Q3 2026.
Wealth Alliance sold 24 Royal Bank of Canada shares in Q3 2026, an estimated $4.99K.
Royal Bank of Canada made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #538 holding.
Wealth Alliance first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 8 quarters since.
Wealth Alliance's Royal Bank of Canada position peaked at $294K in Q4 2025.
866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.