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

Welch 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	$1.34M	Buy	6,475 +39	+0.6%	+$7.24K	0.05%	104
2026 Q1	$1.04M	Buy	6,436 +33	+0.5%	+$5.52K	0.04%	116
2025 Q4	$1.09M	Hold	6,403	–	–	0.04%	112
2025 Q3	$943K	Hold	6,403	–	–	0.04%	119
2025 Q2	$842K	Buy	6,403 +13	+0.2%	+$1.59K	0.04%	111
2025 Q1	$717K	Hold	6,390	–	–	0.03%	115
2024 Q4	$770K	Hold	6,390	–	–	0.03%	116
2024 Q3	$797K	Hold	6,390	–	–	0.03%	108
2024 Q2	$680K	Hold	6,390	–	–	0.03%	117
2024 Q1	$645K	Hold	6,390	–	–	0.03%	111
2023 Q4	$646K	Hold	6,390	–	–	0.03%	106
2023 Q3	$559K	Hold	6,390	–	–	0.03%	100
2023 Q2	$610K	Hold	6,390	–	–	0.04%	93
2023 Q1	$611K	Hold	6,390	–	–	0.04%	97
2022 Q4	$601K	Hold	6,390	–	–	0.03%	106
2022 Q3	$575K	Sell	6,390 -25	-0.4%	-$2.4K	0.04%	89
2022 Q2	$621K	Hold	6,415	–	–	0.04%	94
2022 Q1	$707K	Hold	6,415	–	–	0.04%	96
2021 Q4	$681K	Sell	6,415 -75	-1%	-$7.79K	0.04%	100
2021 Q3	$646K	Hold	6,490	–	–	0.04%	93
2021 Q2	$658K	Hold	6,490	–	–	0.04%	91
2021 Q1	$598K	Hold	6,490	–	–	0.04%	95
2020 Q4	$533K	Hold	6,490	–	–	0.04%	94
2020 Q3	$455K	Hold	6,490	–	–	0.04%	96
2020 Q2	$440K	Hold	6,490	–	–	0.04%	89
2020 Q1	$399K	Buy	6,490 +4,536	+232%	+$337K	0.04%	87
2019 Q4	$155K	Hold	1,954	–	–	0.02%	126
2019 Q3	$159K	Hold	1,954	–	–	0.02%	124
2019 Q2	$155K	Hold	1,954	–	–	0.02%	123
2019 Q1	$148K	Hold	1,954	–	–	0.02%	128
2018 Q4	$134K	Sell	1,954 -2,664	-58%	-$194K	0.02%	127
2018 Q3	$370	Hold	4,618	–	–	0.04%	86
2018 Q2	$348K	Hold	4,618	–	–	0.04%	85
2018 Q1	$357K	Buy	4,618 +3,030	+191%	+$246K	0.05%	84
2017 Q4	$130K	Buy	1,588 +248	+19%	+$19.7K	0.02%	125
2017 Q3	$104K	Sell	1,340 -48	-3%	-$3.58K	0.02%	128
2017 Q2	$101K	Hold	1,388	–	–	0.02%	155
2017 Q1	$101K	Buy	+1,388	New	+$101K	0.02%	126
2016 Q2	–	Sell	-11,913	Closed	-$686K	–	133
2016 Q1	$686K	Sell	11,913 -1	-0%	-$52	0.11%	56
2015 Q4	$638K	Buy	11,914 +165	+1%	+$9.25K	0.11%	59
2015 Q3	$649K	Hold	11,749	–	–	0.13%	55
2015 Q2	$718K	Hold	11,749	–	–	0.14%	57
2015 Q1	$709	Buy	11,749 +5,010	+74%	+$308K	0.13%	57
2014 Q4	$465K	Hold	6,739	–	–	0.09%	65
2014 Q3	$481K	Sell	6,739 -37	-0.5%	-$2.72K	0.1%	62
2014 Q2	$484K	Sell	6,776 -82	-1%	-$5.56K	0.1%	66
2014 Q1	$453K	Hold	6,858	–	–	0.1%	62
2013 Q4	$461K	Hold	6,858	–	–	0.1%	64
2013 Q3	$440K	Hold	6,858	–	–	0.11%	61
2013 Q2	$400K	Buy	+6,858	New	+$409K	0.1%	63

Other funds holding RY

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Welch Group's RY Position: Q2 2026 in Review

Welch Group increased its Royal Bank of Canada (RY) stake by 0.61% in Q2 2026, buying an estimated $7.24K and bringing the position to 6,475 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #104.

Welch Group first reported a position in RY in Q2 2013 and has held it in 50 quarters since. 345 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Welch Group held 6,475 shares of Royal Bank of Canada worth $1.34M as of Q2 2026.
Welch Group bought 39 Royal Bank of Canada shares in Q2 2026, an estimated $7.24K.
Royal Bank of Canada made up 0.05% of Welch Group's portfolio in Q2 2026, its #104 holding.
Welch Group first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 50 quarters since.
345 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.