Capital Analysts LLC’s Royal Bank of Canada RY Stock Holding History

Capital Analysts LLC’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	$44K	Buy	272 +2	+0.7%	+$335	﹤0.01%	967
2025 Q4	$46K	Buy	270 +2	+0.7%	+$307	﹤0.01%	936
2025 Q3	$40K	Buy	268 +2	+0.8%	+$276	﹤0.01%	931
2025 Q2	$35K	Buy	266 +2	+0.8%	+$245	﹤0.01%	892
2025 Q1	$30K	Buy	264 +2	+0.8%	+$236	﹤0.01%	904
2024 Q4	$32K	Buy	262 +2	+0.8%	+$247	﹤0.01%	839
2024 Q3	$32K	Buy	260 +3	+1%	+$344	﹤0.01%	816
2024 Q2	$27K	Buy	257 +2	+0.8%	+$206	﹤0.01%	812
2024 Q1	$26K	Buy	255 +3	+1%	+$296	﹤0.01%	775
2023 Q4	$26K	Buy	252 +2	+0.8%	+$176	﹤0.01%	771
2023 Q3	$22K	Buy	250 +3	+1%	+$279	﹤0.01%	755
2023 Q2	$24K	Buy	247 +3	+1%	+$286	﹤0.01%	699
2023 Q1	$23K	Buy	244 +2	+0.8%	+$198	﹤0.01%	712
2022 Q4	$23K	Buy	242 +2	+0.8%	+$189	﹤0.01%	739
2022 Q3	$22K	Buy	240 +3	+1%	+$288	﹤0.01%	703
2022 Q2	$23K	Buy	237 +2	+0.9%	+$205	﹤0.01%	685
2022 Q1	$26K	Buy	235 +2	+0.9%	+$224	﹤0.01%	648
2021 Q4	$25K	Buy	233 +2	+0.9%	+$208	﹤0.01%	686
2021 Q3	$23K	Sell	231 -30	-11%	-$3.06K	﹤0.01%	687
2021 Q2	$26K	Buy	261 +2	+0.8%	+$198	﹤0.01%	635
2021 Q1	$24K	Buy	259 +227	+709%	+$19.8K	﹤0.01%	690
2020 Q4	$3K	Buy	+32	New	+$2.48K	﹤0.01%	665

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

Capital Analysts LLC's RY Position: Q1 2026 in Review

Capital Analysts LLC increased its Royal Bank of Canada (RY) stake by 0.74% in Q1 2026, buying an estimated $335 and bringing the position to 272 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Capital Analysts LLC first reported a position in RY in Q4 2020 and has held it in 22 quarters since. The position peaked at $46K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Capital Analysts LLC held 272 shares of Royal Bank of Canada worth $44K as of Q1 2026.
Capital Analysts LLC bought 2 Royal Bank of Canada shares in Q1 2026, an estimated $335.
Royal Bank of Canada made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #967 holding.
Capital Analysts LLC first reported a position in Royal Bank of Canada in Q4 2020 and has held it in 22 quarters since.
Capital Analysts LLC's Royal Bank of Canada position peaked at $46K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.