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 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 $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

Callan Family Office's RY Position: Q1 2026 in Review

Callan Family Office reduced its Royal Bank of Canada (RY) stake by 3.7% in Q1 2026, selling an estimated $29.4K and leaving 4,528 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #642.

Callan Family Office first reported a position in RY in Q4 2024 and has held it in 5 quarters since. The position peaked at $802K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Callan Family Office held 4,528 shares of Royal Bank of Canada worth $733K as of Q1 2026.
Callan Family Office sold 176 Royal Bank of Canada shares in Q1 2026, an estimated $29.4K.
Royal Bank of Canada made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #642 holding.
Callan Family Office first reported a position in Royal Bank of Canada in Q4 2024 and has held it in 5 quarters since.
Callan Family Office's Royal Bank of Canada position peaked at $802K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.