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Wealth Preservation Advisors’s Royal Bank of Canada RY Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-21
Closed -$3.58K – 1166
2025
Q4 		$3.58K Hold
21
– – ﹤0.01% 428
2025
Q3 		$3.09K Buy
21
+5
+31% +$689 ﹤0.01% 437
2025
Q2 		$2.1K Hold
16
– – ﹤0.01% 480
2025
Q1 		$1.8K Buy
+16
New +$1.88K ﹤0.01% 482

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's RY Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Royal Bank of Canada (RY) in Q1 2026, closing a stake of 21 shares — an estimated $3.58K sold.

Wealth Preservation Advisors first reported a position in RY in Q1 2025 and held it in 4 quarters. The position peaked at $3.58K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Royal Bank of Canada position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 21 Royal Bank of Canada shares in Q1 2026, an estimated $3.58K.
  • Wealth Preservation Advisors first reported a position in Royal Bank of Canada in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Royal Bank of Canada position peaked at $3.58K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.