Carson Wealth (CWM LLC)’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.88M | Sell |
48,738
-1,611
| -3% | -$270K | 0.02% | 642 |
|
|
2025
Q4 | $8.58M | Buy |
50,349
+29,741
| +144% | +$4.57M | 0.02% | 574 |
|
|
2025
Q3 | $3.04M | Buy |
20,608
+9,949
| +93% | +$1.37M | 0.01% | 911 |
|
|
2025
Q2 | $1.4M | Buy |
10,659
+8,062
| +310% | +$986K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $293K | Sell |
2,597
-1,073
| -29% | -$126K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $442K | Sell |
3,670
-60
| -2% | -$7.41K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $465K | Buy |
3,730
+53
| +1% | +$6.08K | ﹤0.01% | 1344 |
|
|
2024
Q2 | $391K | Buy |
3,677
+1,187
| +48% | +$122K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $251K | Buy |
2,490
+106
| +4% | +$10.5K | ﹤0.01% | 1407 |
|
|
2023
Q4 | $241K | Buy |
2,384
+175
| +8% | +$15.4K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $193K | Buy |
2,209
+48
| +2% | +$4.46K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $206K | Sell |
2,161
-457
| -17% | -$43.6K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $250K | Buy |
2,618
+680
| +35% | +$67.4K | ﹤0.01% | 1115 |
|
|
2022
Q4 | $182K | Sell |
1,938
-153
| -7% | -$14.4K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $188K | Sell |
2,091
-69
| -3% | -$6.62K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $209K | Sell |
2,160
-36
| -2% | -$3.68K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $242K | Buy |
2,196
+882
| +67% | +$98.9K | ﹤0.01% | 961 |
|
|
2021
Q4 | $139K | Buy |
+1,314
| New | +$136K | ﹤0.01% | 1174 |
|
|
2021
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q1 | $64K | Hold |
633
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q4 | $64K | Hold |
633
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q3 | $64K | Hold |
633
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1298 |
|
|
2020
Q1 | $64K | Hold |
633
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q4 | $64K | Hold |
633
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q3 | $64K | Hold |
633
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q1 | $64K | Buy |
633
+414
| +189% | +$31.3K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $15K | Buy |
219
+99
| +83% | +$7.23K | ﹤0.01% | 1224 |
|
|
2018
Q3 | $10K | Buy |
120
+75
| +167% | +$5.88K | ﹤0.01% | 1157 |
|
|
2018
Q2 | $3K | Buy |
45
+27
| +150% | +$2.07K | ﹤0.01% | 1309 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q4 | $1K | Sell |
18
-37
| -67% | -$2.93K | ﹤0.01% | 1390 |
|
|
2017
Q3 | $4K | Buy |
55
+37
| +206% | +$2.76K | ﹤0.01% | 1155 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1130 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1.3K | ﹤0.01% | 1099 |
|
Other funds holding RY
VCM
Carson Wealth (CWM LLC)'s RY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Royal Bank of Canada (RY) stake by 3.2% in Q1 2026, selling an estimated $270K and leaving 48,738 shares worth $7.88M. The position accounts for 0.02% of the portfolio, ranked #642.
Carson Wealth (CWM LLC) first reported a position in RY in Q1 2017 and has held it in 36 quarters since. The position peaked at $8.58M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.
- Carson Wealth (CWM LLC) held 48,738 shares of Royal Bank of Canada worth $7.88M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,611 Royal Bank of Canada shares in Q1 2026, an estimated $270K.
- Royal Bank of Canada made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #642 holding.
- Carson Wealth (CWM LLC) first reported a position in Royal Bank of Canada in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Royal Bank of Canada position peaked at $8.58M in Q4 2025.
- 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.