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Chapin Davis’s Royal Bank of Canada RY Stock Holding History

Chapin Davis’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 		– Sell
-1,000
Closed -$207K – 271
2026
Q2 		$207K Sell
1,000
-450
-31% -$83.5K 0.04% 242
2026
Q1 		$235K Hold
1,450
– – 0.05% 232
2025
Q4 		$247K Hold
1,450
– – 0.06% 208
2025
Q3 		$214K Buy
+1,450
New +$200K 0.05% 228

Other funds holding RY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Chapin Davis's RY Position: Q3 2026 in Review

Chapin Davis sold out of Royal Bank of Canada (RY) in Q3 2026, closing a stake of 1,000 shares — an estimated $207K sold.

Chapin Davis first reported a position in RY in Q3 2025 and held it in 4 quarters. The position peaked at $247K in Q4 2025. 36 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Chapin Davis reported no remaining Royal Bank of Canada position as of Q3 2026 after selling out during the quarter.
  • Chapin Davis sold 1,000 Royal Bank of Canada shares in Q3 2026, an estimated $207K.
  • Chapin Davis first reported a position in Royal Bank of Canada in Q3 2025 and held it in 4 quarters.
  • Chapin Davis's Royal Bank of Canada position peaked at $247K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.