Caldwell Trust
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Caldwell Trust’s Royal Bank of Canada RY Stock Holding History

Caldwell Trust’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
Q3 		$283K Sell
1,438
-6
-0.4% -$1.25K 0.02% 295
2026
Q2 		$299K Sell
1,444
-13
-0.9% -$2.41K 0.02% 286
2026
Q1 		$236K Buy
1,457
+22
+2% +$3.68K 0.02% 316
2025
Q4 		$245K Buy
1,435
+8
+0.6% +$1.23K 0.02% 302
2025
Q3 		$210K Buy
1,427
+6
+0.4% +$827 0.02% 314
2025
Q2 		$187K Buy
1,421
+5
+0.4% +$612 0.02% 320
2025
Q1 		$160K Hold
1,416
– – 0.02% 335
2024
Q4 		$171K Hold
1,416
– – 0.02% 332
2024
Q3 		$177K Sell
1,416
-89
-6% -$10.2K 0.02% 326
2024
Q2 		$160K Buy
1,505
+261
+21% +$26.8K 0.02% 331
2024
Q1 		$125K Buy
1,244
+341
+38% +$33.7K 0.01% 363
2023
Q4 		$91.3K Hold
903
– – 0.01% 376
2023
Q3 		$79K Buy
903
+182
+25% +$16.9K 0.01% 377
2023
Q2 		$68.9K Buy
721
+23
+3% +$2.2K 0.01% 406
2023
Q1 		$66.7K Hold
698
– – 0.01% 399
2022
Q4 		$65.6K Hold
698
– – 0.01% 390
2022
Q3 		$62.8K Hold
698
– – 0.01% 397
2022
Q2 		$67.6K Sell
698
-37
-5% -$3.78K 0.01% 404
2022
Q1 		$81K Hold
735
– – 0.01% 390
2021
Q4 		$78K Buy
735
+37
+5% +$3.84K 0.01% 403
2021
Q3 		$69.4K Sell
698
-48
-6% -$4.89K 0.01% 403
2021
Q2 		$75.6K Hold
746
– – 0.01% 394
2021
Q1 		$68.8K Hold
746
– – 0.01% 394
2020
Q4 		$61.2K Hold
746
– – 0.01% 389
2020
Q3 		$52.3K Sell
746
-96
-11% -$6.9K 0.01% 403
2020
Q2 		$57.1K Sell
842
-1
-0.1% -$64 0.01% 394
2020
Q1 		$51.9K Hold
843
– – 0.01% 410
2019
Q4 		$66.8K Buy
+843
New +$67.9K 0.01% 416

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Trust's RY Position: Q3 2026 in Review

Caldwell Trust reduced its Royal Bank of Canada (RY) stake by 0.42% in Q3 2026, selling an estimated $1.25K and leaving 1,438 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #295.

Caldwell Trust first reported a position in RY in Q4 2019 and has held it in 28 quarters since. The position peaked at $299K in Q2 2026. 582 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Caldwell Trust held 1,438 shares of Royal Bank of Canada worth $283K as of Q3 2026.
  • Caldwell Trust sold 6 Royal Bank of Canada shares in Q3 2026, an estimated $1.25K.
  • Royal Bank of Canada made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #295 holding.
  • Caldwell Trust first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Royal Bank of Canada position peaked at $299K in Q2 2026.
  • 582 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.