Capital Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Capital Investment Advisors’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	$419K	Hold	2,589	–	–	0.01%	524
2025 Q4	$441K	Buy	2,589 +260	+11%	+$39.9K	0.01%	502
2025 Q3	$343K	Sell	2,329 -83	-3%	-$11.4K	0.01%	554
2025 Q2	$317K	Hold	2,412	–	–	0.01%	548
2025 Q1	$272K	Sell	2,412 -53	-2%	-$6.24K	0.01%	574
2024 Q4	$297K	Sell	2,465 -1,829	-43%	-$226K	0.01%	522
2024 Q3	$536K	Hold	4,294	–	–	0.01%	395
2024 Q2	$457K	Buy	4,294 +1,374	+47%	+$141K	0.01%	413
2024 Q1	$295K	Buy	2,920 +131	+5%	+$12.9K	0.01%	487
2023 Q4	$282K	Hold	2,789	–	–	0.01%	483
2023 Q3	$244K	Sell	2,789 -285	-9%	-$26.5K	0.01%	507
2023 Q2	$294K	Buy	3,074 +55	+2%	+$5.25K	0.01%	433
2023 Q1	$289K	Hold	3,019	–	–	0.01%	449
2022 Q4	$284K	Hold	3,019	–	–	0.01%	459
2022 Q3	$272K	Hold	3,019	–	–	0.01%	437
2022 Q2	$292K	Hold	3,019	–	–	0.01%	434
2022 Q1	$333K	Hold	3,019	–	–	0.01%	437
2021 Q4	$320K	Hold	3,019	–	–	0.01%	443
2021 Q3	$300K	Hold	3,019	–	–	0.01%	455
2021 Q2	$306K	Hold	3,019	–	–	0.01%	447
2021 Q1	$278K	Buy	+3,019	New	+$263K	0.01%	446

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 Investment Advisors's RY Position: Q1 2026 in Review

Capital Investment Advisors held its Royal Bank of Canada (RY) position steady in Q1 2026 at 2,589 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #524.

Capital Investment Advisors first reported a position in RY in Q1 2021 and has held it in 21 quarters since. The position peaked at $536K in Q3 2024. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Capital Investment Advisors held 2,589 shares of Royal Bank of Canada worth $419K as of Q1 2026.
Capital Investment Advisors left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #524 holding.
Capital Investment Advisors first reported a position in Royal Bank of Canada in Q1 2021 and has held it in 21 quarters since.
Capital Investment Advisors's Royal Bank of Canada position peaked at $536K in Q3 2024.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.