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 Q1	$134K	Buy	+829	New	+$139K	﹤0.01%	395

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's RY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Royal Bank of Canada (RY) in Q1 2026: 829 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings.

939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Cassaday & Co Wealth Management held 829 shares of Royal Bank of Canada worth $134K as of Q1 2026.
Royal Bank of Canada was a new Cassaday & Co Wealth Management position in Q1 2026.
Royal Bank of Canada made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #395 holding.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.