Cardinal Point Capital Management’s Royal Bank of Canada RY Stock Holding History

Cardinal Point Capital Management’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 Q3	$37.2M	Sell	188,662 -4,120	-2%	-$857K	2.07%	12
2026 Q2	$39.8M	Sell	192,782 -3,737	-2%	-$693K	2.26%	9
2026 Q1	$31.7M	Sell	196,519 -1,520	-0.8%	-$254K	1.94%	11
2025 Q4	$33.8M	Sell	198,039 -1,042	-0.5%	-$160K	2.21%	10
2025 Q3	$29.3M	Sell	199,081 -4,238	-2%	-$584K	2.05%	11
2025 Q2	$26.7M	Buy	203,319 +86,102	+73%	+$10.5M	2.12%	11
2025 Q1	$13M	Buy	+117,217	New	+$13.8M	1.2%	24

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cardinal Point Capital Management's RY Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its Royal Bank of Canada (RY) stake by 2.1% in Q3 2026, selling an estimated $857K and leaving 188,662 shares worth $37.2M. The position accounts for 2.07% of the portfolio, ranked #12.

Cardinal Point Capital Management first reported a position in RY in Q1 2025 and has held it in 7 quarters since. The position peaked at $39.8M in Q2 2026. 582 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Cardinal Point Capital Management held 188,662 shares of Royal Bank of Canada worth $37.2M as of Q3 2026.
Cardinal Point Capital Management sold 4,120 Royal Bank of Canada shares in Q3 2026, an estimated $857K.
Royal Bank of Canada made up 2.07% of Cardinal Point Capital Management's portfolio in Q3 2026, its #12 holding.
Cardinal Point Capital Management first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 7 quarters since.
Cardinal Point Capital Management's Royal Bank of Canada position peaked at $39.8M in Q2 2026.
582 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.