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Caprock Group’s Royal Bank of Canada RY Stock Holding History

Caprock Group’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 		$2.23M Buy
13,794
+136
+1% +$22.8K 0.05% 305
2025
Q4 		$2.33M Buy
13,658
+3,595
+36% +$552K 0.05% 332
2025
Q3 		$1.46M Buy
+10,063
New +$1.39M 0.04% 441
2025
Q1 		$947K Buy
8,401
+1,125
+15% +$132K 0.03% 483
2024
Q4 		$877K Sell
7,276
-20
-0.3% -$2.47K 0.03% 453
2024
Q3 		$910K Buy
7,296
+971
+15% +$111K 0.03% 410
2024
Q2 		$673K Buy
+6,325
New +$650K 0.03% 466
2021
Q3 		– Sell
-3,157
Closed -$320K – 568
2021
Q2 		$320K Buy
3,157
+357
+13% +$35.4K 0.03% 352
2021
Q1 		$258K Sell
2,800
-791
-22% -$68.8K 0.03% 386
2020
Q4 		$295K Sell
3,591
-151
-4% -$11.7K 0.03% 329
2020
Q3 		$262K Sell
3,742
-124
-3% -$8.91K 0.04% 320
2020
Q2 		$262K Sell
3,866
-1,334
-26% -$84.8K 0.04% 309
2020
Q1 		$320K Buy
5,200
+103
+2% +$7.64K 0.06% 222
2019
Q4 		$404K Sell
5,097
-123
-2% -$9.91K 0.07% 197
2019
Q3 		$424K Sell
5,220
-338
-6% -$26.4K 0.08% 178
2019
Q2 		$441K Buy
5,558
+446
+9% +$34.9K 0.09% 175
2019
Q1 		$386K Buy
5,112
+716
+16% +$54.2K 0.08% 216
2018
Q4 		$301K Buy
4,396
+148
+3% +$10.8K 0.07% 240
2018
Q3 		$341K Buy
4,248
+86
+2% +$6.74K 0.07% 245
2018
Q2 		$313K Buy
4,162
+347
+9% +$26.6K 0.07% 273
2018
Q1 		$295K Hold
3,815
– – 0.06% 281
2017
Q4 		$322K Sell
3,815
-76
-2% -$6.03K 0.06% 278
2017
Q3 		$301K Hold
3,891
– – 0.06% 289
2017
Q2 		$282K Buy
+3,891
New +$273K 0.06% 292

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caprock Group's RY Position: Q1 2026 in Review

Caprock Group increased its Royal Bank of Canada (RY) stake by 1% in Q1 2026, buying an estimated $22.8K and bringing the position to 13,794 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #305.

Caprock Group first reported a position in RY in Q2 2017 and has held it in 24 quarters since. The position peaked at $2.33M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Caprock Group held 13,794 shares of Royal Bank of Canada worth $2.23M as of Q1 2026.
  • Caprock Group bought 136 Royal Bank of Canada shares in Q1 2026, an estimated $22.8K.
  • Royal Bank of Canada made up 0.05% of Caprock Group's portfolio in Q1 2026, its #305 holding.
  • Caprock Group first reported a position in Royal Bank of Canada in Q2 2017 and has held it in 24 quarters since.
  • Caprock Group's Royal Bank of Canada position peaked at $2.33M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.