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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
Q2 		$172K Hold
829
– – ﹤0.01% 378
2026
Q1 		$134K Buy
+829
New +$139K ﹤0.01% 395

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cassaday & Co Wealth Management's RY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Royal Bank of Canada (RY) position steady in Q2 2026 at 829 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Cassaday & Co Wealth Management first reported a position in RY in Q1 2026 and has held it in 2 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Cassaday & Co Wealth Management held 829 shares of Royal Bank of Canada worth $172K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Royal Bank of Canada share count unchanged in Q2 2026.
  • Royal Bank of Canada made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Cassaday & Co Wealth Management first reported a position in Royal Bank of Canada in Q1 2026 and has held it in 2 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.