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

Capital Performance 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 Q2	$353K	Sell	1,705 -635	-27%	-$118K	0.02%	212
2026 Q1	$379K	Sell	2,340 -3	-0.1%	-$502	0.03%	266
2025 Q4	$400K	Sell	2,343 -80	-3%	-$12.3K	0.03%	252
2025 Q3	$357K	Buy	2,423 +629	+35%	+$86.7K	0.06%	179
2025 Q2	$236K	Buy	1,794 +17	+1%	+$2.08K	0.05%	210
2025 Q1	$200K	Buy	+1,777	New	+$209K	0.04%	246
2024 Q4	–	Sell	-200	Closed	-$24.9K	–	2178
2024 Q3	$24.9K	Buy	+200	New	+$23K	0.01%	533

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

Capital Performance Advisors's RY Position: Q2 2026 in Review

Capital Performance Advisors reduced its Royal Bank of Canada (RY) stake by 27% in Q2 2026, selling an estimated $118K and leaving 1,705 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #212.

Capital Performance Advisors first reported a position in RY in Q3 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2025. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Capital Performance Advisors held 1,705 shares of Royal Bank of Canada worth $353K as of Q2 2026.
Capital Performance Advisors sold 635 Royal Bank of Canada shares in Q2 2026, an estimated $118K.
Royal Bank of Canada made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #212 holding.
Capital Performance Advisors first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 7 quarters since.
Capital Performance Advisors's Royal Bank of Canada position peaked at $400K in Q4 2025.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.