Western Wealth Management’s Royal Bank of Canada RY Stock Holding History

Western Wealth 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	$424K	Buy	2,051 +5	+0.2%	+$928	0.01%	729
2026 Q1	$331K	Buy	2,046 +294	+17%	+$49.2K	0.01%	764
2025 Q4	$299K	Sell	1,752 -2	-0.1%	-$307	0.01%	660
2025 Q3	$258K	Buy	+1,754	New	+$242K	0.01%	645
2024 Q1	–	Sell	-12,977	Closed	-$1.31M	–	708
2023 Q4	$1.31M	Sell	12,977 -373	-3%	-$32.9K	0.09%	224
2023 Q3	$1.17M	Buy	13,350 +1,244	+10%	+$116K	0.1%	218
2023 Q2	$1.16M	Buy	12,106 +1,501	+14%	+$143K	0.1%	214
2023 Q1	$1.01M	Buy	10,605 +319	+3%	+$31.6K	0.09%	230
2022 Q4	$967K	Sell	10,286 -826	-7%	-$78K	0.1%	226
2022 Q3	$1.02M	Buy	11,112 +2,274	+26%	+$218K	0.06%	301
2022 Q2	$870K	Buy	8,838 +425	+5%	+$43.5K	0.05%	335
2022 Q1	$928K	Buy	+8,413	New	+$943K	0.05%	348
2021 Q2	$874K	Buy	+8,647	New	+$857K	0.09%	239

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Western Wealth Management's RY Position: Q2 2026 in Review

Western Wealth Management increased its Royal Bank of Canada (RY) stake by 0.24% in Q2 2026, buying an estimated $928 and bringing the position to 2,051 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #729.

Western Wealth Management first reported a position in RY in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.31M in Q4 2023. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Western Wealth Management held 2,051 shares of Royal Bank of Canada worth $424K as of Q2 2026.
Western Wealth Management bought 5 Royal Bank of Canada shares in Q2 2026, an estimated $928.
Royal Bank of Canada made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #729 holding.
Western Wealth Management first reported a position in Royal Bank of Canada in Q2 2021 and has held it in 13 quarters since.
Western Wealth Management's Royal Bank of Canada position peaked at $1.31M in Q4 2023.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.