Wealth Enhancement Advisory Services
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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
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
CF
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
QI
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's RY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Royal Bank of Canada (RY) stake by 3% in Q2 2026, selling an estimated $128K and leaving 22,619 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #1038.

Wealth Enhancement Advisory Services first reported a position in RY in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.84M in Q4 2025. 204 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,619 shares of Royal Bank of Canada worth $4.77M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 690 Royal Bank of Canada shares in Q2 2026, an estimated $128K.
  • Royal Bank of Canada made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1038 holding.
  • Wealth Enhancement Advisory Services first reported a position in Royal Bank of Canada in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Royal Bank of Canada position peaked at $6.84M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.