Cassaday & Co Wealth Management
RY icon

Cassaday & Co Wealth Management’s Royal Bank of Canada RY Stock Holding History

Cassaday & Co Wealth 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 		$165K Buy
839
+10
+1% +$2.08K ﹤0.01% 386
2026
Q2 		$172K Hold
829
– – ﹤0.01% 378
2026
Q1 		$134K Buy
+829
New +$139K ﹤0.01% 395

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Cassaday & Co Wealth Management's RY Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Royal Bank of Canada (RY) stake by 1.2% in Q3 2026, buying an estimated $2.08K and bringing the position to 839 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Cassaday & Co Wealth Management first reported a position in RY in Q1 2026 and has held it in 3 quarters since. The position peaked at $172K in Q2 2026. 639 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Cassaday & Co Wealth Management held 839 shares of Royal Bank of Canada worth $165K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 10 Royal Bank of Canada shares in Q3 2026, an estimated $2.08K.
  • Royal Bank of Canada made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #386 holding.
  • Cassaday & Co Wealth Management first reported a position in Royal Bank of Canada in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Royal Bank of Canada position peaked at $172K in Q2 2026.
  • 639 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.