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

Capstone 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
2025 Q3	–	Sell	-10,397	Closed	-$1.37M	–	2044
2025 Q2	$1.37M	Buy	+10,397	New	+$1.27M	﹤0.01%	757
2024 Q3	–	Sell	-1,897	Closed	-$202K	–	2170
2024 Q2	$202K	Buy	+1,897	New	+$195K	﹤0.01%	1766
2024 Q1	–	Sell	-6,111	Closed	-$618K	–	2518
2023 Q4	$618K	Buy	6,111 +2,398	+65%	+$211K	﹤0.01%	1239
2023 Q3	$325K	Buy	+3,713	New	+$345K	﹤0.01%	1545

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Capstone Investment Advisors's RY Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Royal Bank of Canada (RY) in Q3 2025, closing a stake of 10,397 shares — an estimated $1.37M sold.

Capstone Investment Advisors first reported a position in RY in Q3 2023 and held it in 4 quarters. The position peaked at $1.37M in Q2 2025. 833 funds tracked by Wall St. Rank hold RY as of Q3 2025.

Capstone Investment Advisors reported no remaining Royal Bank of Canada position as of Q3 2025 after selling out during the quarter.
Capstone Investment Advisors sold 10,397 Royal Bank of Canada shares in Q3 2025, an estimated $1.37M.
Capstone Investment Advisors first reported a position in Royal Bank of Canada in Q3 2023 and held it in 4 quarters.
Capstone Investment Advisors's Royal Bank of Canada position peaked at $1.37M in Q2 2025.
833 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.