Wealth Enhancement Advisory Services
RY icon

Wealth Enhancement Advisory Services’s Royal Bank of Canada RY Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.86M Buy
46,506
+23,887
+106% +$4.97M 0.01% 782
2026
Q2 		$4.77M Sell
22,619
-690
-3% -$128K 0.01% 1038
2026
Q1 		$3.81M Sell
23,309
-16,850
-42% -$2.82M 0.01% 1036
2025
Q4 		$6.84M Buy
40,159
+2,005
+5% +$308K 0.01% 866
2025
Q3 		$5.57M Buy
38,154
+3,190
+9% +$440K 0.01% 900
2025
Q2 		$4.64M Buy
34,964
+1,549
+5% +$189K 0.01% 931
2025
Q1 		$3.77M Buy
33,415
+226
+0.7% +$26.6K 0.01% 932
2024
Q4 		$4M Buy
33,189
+2,340
+8% +$289K 0.01% 883
2024
Q3 		$3.85M Buy
30,849
+1,663
+6% +$191K 0.01% 814
2024
Q2 		$3.1M Sell
29,186
-620
-2% -$63.8K 0.01% 834
2024
Q1 		$3.01M Sell
29,806
-2,758
-8% -$272K 0.01% 811
2023
Q4 		$3.29M Sell
32,564
-1,416
-4% -$125K 0.01% 727
2023
Q3 		$2.97M Buy
+33,980
New +$3.16M 0.01% 719

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's RY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Royal Bank of Canada (RY) stake by 106% in Q3 2026, buying an estimated $4.97M and bringing the position to 46,506 shares worth $8.86M. The position accounts for 0.01% of the portfolio, ranked #782.

Wealth Enhancement Advisory Services first reported a position in RY in Q3 2023 and has held it in 13 quarters since. 752 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 46,506 shares of Royal Bank of Canada worth $8.86M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 23,887 Royal Bank of Canada shares in Q3 2026, an estimated $4.97M.
  • Royal Bank of Canada made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #782 holding.
  • Wealth Enhancement Advisory Services first reported a position in Royal Bank of Canada in Q3 2023 and has held it in 13 quarters since.
  • 752 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.