Caldwell Sutter Capital’s Royal Bank of Canada RY Stock Holding History

Caldwell Sutter Capital’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	$77.6K	Hold	375	–	–	0.03%	343
2026 Q1	$60.7K	Hold	375	–	–	0.02%	357
2025 Q4	$63.9K	Hold	375	–	–	0.03%	332
2025 Q3	$55.2K	Hold	375	–	–	0.02%	357
2025 Q2	$49.3K	Hold	375	–	–	0.02%	362
2025 Q1	$42.3K	Hold	375	–	–	0.02%	377
2024 Q4	$45.2K	Hold	375	–	–	0.02%	372
2024 Q3	$46.8K	Hold	375	–	–	0.02%	371
2024 Q2	$39.9K	Hold	375	–	–	0.02%	384
2024 Q1	$37.8K	Sell	375 -20	-5%	-$1.97K	0.02%	386
2023 Q4	$39.9K	Hold	395	–	–	0.02%	369
2023 Q3	$34.5K	Hold	395	–	–	0.02%	370
2023 Q2	$37.7K	Buy	395 +375	+1,875%	+$35.8K	0.02%	359
2023 Q1	$1.91K	Buy	+20	New	+$1.98K	﹤0.01%	498

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

Caldwell Sutter Capital's RY Position: Q2 2026 in Review

Caldwell Sutter Capital held its Royal Bank of Canada (RY) position steady in Q2 2026 at 375 shares worth $77.6K. The position accounts for 0.03% of the portfolio, ranked #343.

Caldwell Sutter Capital first reported a position in RY in Q1 2023 and has held it in 14 quarters since. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Caldwell Sutter Capital held 375 shares of Royal Bank of Canada worth $77.6K as of Q2 2026.
Caldwell Sutter Capital left its Royal Bank of Canada share count unchanged in Q2 2026.
Royal Bank of Canada made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #343 holding.
Caldwell Sutter Capital first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 14 quarters since.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.