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

Caldwell 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 Q1	$2.46M	Buy	+15,600	New	+$2.61M	0.97%	16

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Investment Management's RY Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Royal Bank of Canada (RY) in Q1 2026: 15,600 shares worth $2.46M. The stake represents 0.97% of the portfolio and ranks #16 among its holdings.

940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Caldwell Investment Management held 15,600 shares of Royal Bank of Canada worth $2.46M as of Q1 2026.
Royal Bank of Canada was a new Caldwell Investment Management position in Q1 2026.
Royal Bank of Canada made up 0.97% of Caldwell Investment Management's portfolio in Q1 2026, its #16 holding.
940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.