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WealthPlan Investment Management’s Royal Bank of Canada RY Stock Holding History

WealthPlan Investment Management’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 		$299K Buy
1,445
+99
+7% +$18.4K 0.01% 398
2026
Q1 		$218K Buy
1,346
+110
+9% +$18.4K 0.01% 436
2025
Q4 		$211K Buy
+1,236
New +$190K 0.01% 361

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WealthPlan Investment Management's RY Position: Q2 2026 in Review

WealthPlan Investment Management increased its Royal Bank of Canada (RY) stake by 7.4% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,445 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #398.

WealthPlan Investment Management first reported a position in RY in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • WealthPlan Investment Management held 1,445 shares of Royal Bank of Canada worth $299K as of Q2 2026.
  • WealthPlan Investment Management bought 99 Royal Bank of Canada shares in Q2 2026, an estimated $18.4K.
  • Royal Bank of Canada made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #398 holding.
  • WealthPlan Investment Management first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.