Cape Investment Advisory’s Royal Bank of Canada RY Stock Holding History

Cape Investment Advisory’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	$4.76K	Buy	+23	New	+$4.27K	﹤0.01%	1042
2026 Q1	–	Sell	-28	Closed	-$4.77K	–	992
2025 Q4	$4.77K	Buy	+28	New	+$4.3K	﹤0.01%	919

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

Cape Investment Advisory's RY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Royal Bank of Canada (RY) in Q2 2026: 23 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RY as recently as Q4 2025.

Cape Investment Advisory first reported a position in RY in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.77K in Q4 2025. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Cape Investment Advisory held 23 shares of Royal Bank of Canada worth $4.76K as of Q2 2026.
Royal Bank of Canada was a new Cape Investment Advisory position in Q2 2026.
Royal Bank of Canada made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1042 holding.
Cape Investment Advisory first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 2 quarters since.
Cape Investment Advisory's Royal Bank of Canada position peaked at $4.77K in Q4 2025.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.