Callan Capital’s Royal Bank of Canada RY Stock Holding History

Callan 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
2025 Q1	$417K	Buy	3,698 +581	+19%	+$68.4K	0.03%	230
2024 Q4	$376K	Sell	3,117 -744	-19%	-$91.8K	0.03%	222
2024 Q3	$482K	Buy	3,861 +371	+11%	+$42.6K	0.03%	181
2024 Q2	$371K	Buy	3,490 +706	+25%	+$72.6K	0.03%	201
2024 Q1	$281K	Sell	2,784 -65	-2%	-$6.42K	0.02%	216
2023 Q4	$288K	Buy	+2,849	New	+$251K	0.03%	176

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Callan Capital's RY Position: Q1 2025 in Review

Callan Capital increased its Royal Bank of Canada (RY) stake by 19% in Q1 2025, buying an estimated $68.4K and bringing the position to 3,698 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #230.

Callan Capital first reported a position in RY in Q4 2023 and has held it in 6 quarters since. The position peaked at $482K in Q3 2024. 766 funds tracked by Wall St. Rank hold RY as of Q1 2025.

Callan Capital held 3,698 shares of Royal Bank of Canada worth $417K as of Q1 2025.
Callan Capital bought 581 Royal Bank of Canada shares in Q1 2025, an estimated $68.4K.
Royal Bank of Canada made up 0.03% of Callan Capital's portfolio in Q1 2025, its #230 holding.
Callan Capital first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 6 quarters since.
Callan Capital's Royal Bank of Canada position peaked at $482K in Q3 2024.
766 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.