Callan Family Office’s Royal Bank of Canada RY Stock Holding History

Callan Family Office’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	$1.01M	Buy	4,899 +371	+8%	+$68.8K	0.02%	595
2026 Q1	$733K	Sell	4,528 -176	-4%	-$29.4K	0.02%	642
2025 Q4	$802K	Buy	4,704 +646	+16%	+$99.2K	0.02%	612
2025 Q3	$598K	Buy	4,058 +1,102	+37%	+$152K	0.02%	489
2025 Q2	$389K	Buy	+2,956	New	+$362K	0.01%	692
2025 Q1	–	Sell	-2,997	Closed	-$361K	–	634
2024 Q4	$361K	Buy	+2,997	New	+$370K	0.02%	442

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

Callan Family Office's RY Position: Q2 2026 in Review

Callan Family Office increased its Royal Bank of Canada (RY) stake by 8.2% in Q2 2026, buying an estimated $68.8K and bringing the position to 4,899 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #595.

Callan Family Office first reported a position in RY in Q4 2024 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Callan Family Office held 4,899 shares of Royal Bank of Canada worth $1.01M as of Q2 2026.
Callan Family Office bought 371 Royal Bank of Canada shares in Q2 2026, an estimated $68.8K.
Royal Bank of Canada made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #595 holding.
Callan Family Office first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 6 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.