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

Wealth Group’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 		$285K Sell
1,379
-2,564
-65% -$476K 0.07% 97
2026
Q1 		$638K Hold
3,943
– – 0.6% 43
2025
Q4 		$672K Buy
+3,943
New +$606K 0.66% 40
2025
Q2 		$519K Buy
3,943
+668
+20% +$81.7K 0.51% 48
2025
Q1 		$369K Hold
3,275
– – 0.24% 89
2024
Q4 		$395K Hold
3,275
– – 0.26% 89
2024
Q3 		$408K Hold
3,275
– – 0.27% 89
2024
Q2 		$348K Hold
3,275
– – 0.25% 100
2024
Q1 		$330K Buy
+3,275
New +$323K 0.25% 104

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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Wealth Group's RY Position: Q2 2026 in Review

Wealth Group reduced its Royal Bank of Canada (RY) stake by 65% in Q2 2026, selling an estimated $476K and leaving 1,379 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #97.

Wealth Group first reported a position in RY in Q1 2024 and has held it in 9 quarters since. The position peaked at $672K in Q4 2025. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Wealth Group held 1,379 shares of Royal Bank of Canada worth $285K as of Q2 2026.
  • Wealth Group sold 2,564 Royal Bank of Canada shares in Q2 2026, an estimated $476K.
  • Royal Bank of Canada made up 0.07% of Wealth Group's portfolio in Q2 2026, its #97 holding.
  • Wealth Group first reported a position in Royal Bank of Canada in Q1 2024 and has held it in 9 quarters since.
  • Wealth Group's Royal Bank of Canada position peaked at $672K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.