Chas P. Smith & Associates (CPS)’s Royal Bank of Canada RY Stock Holding History

Chas P. Smith & Associates (CPS)’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	$226K	Sell	1,398 -175	-11%	-$29.3K	0.01%	162
2025 Q4	$268K	Buy	+1,573	New	+$242K	0.01%	155
2025 Q3	–	Sell	-2,023	Closed	-$266K	–	161
2025 Q2	$266K	Hold	2,023	–	–	0.02%	144
2025 Q1	$228K	Hold	2,023	–	–	0.01%	153
2024 Q4	$244K	Buy	+2,023	New	+$250K	0.01%	143
2020 Q3	–	Sell	-2,985	Closed	-$202K	–	95
2020 Q2	$202K	Sell	2,985 -850	-22%	-$54.1K	0.02%	84
2020 Q1	$236K	Sell	3,835 -3,279	-46%	-$243K	0.03%	81
2019 Q4	$563K	Hold	7,114	–	–	0.06%	65
2019 Q3	$577K	Sell	7,114 -150	-2%	-$11.7K	0.07%	63
2019 Q2	$577K	Hold	7,264	–	–	0.07%	64
2019 Q1	$549K	Hold	7,264	–	–	0.07%	64
2018 Q4	$498K	Hold	7,264	–	–	0.07%	64
2018 Q3	$583K	Hold	7,264	–	–	0.07%	63
2018 Q2	$547K	Buy	7,264 +150	+2%	+$11.5K	0.07%	64
2018 Q1	$550K	Hold	7,114	–	–	0.08%	66
2017 Q4	$581K	Hold	7,114	–	–	0.08%	62
2017 Q3	$550K	Hold	7,114	–	–	0.08%	59
2017 Q2	$516K	Buy	7,114 +1,335	+23%	+$93.6K	0.08%	57
2017 Q1	$421K	Hold	5,779	–	–	0.06%	70
2016 Q4	$391K	Hold	5,779	–	–	0.06%	68
2016 Q3	$358K	Sell	5,779 -100	-2%	-$6.15K	0.03%	100
2016 Q2	$347K	Hold	5,879	–	–	0.06%	71
2016 Q1	$338K	Buy	+5,879	New	+$305K	0.06%	73

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s RY Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) reduced its Royal Bank of Canada (RY) stake by 11% in Q1 2026, selling an estimated $29.3K and leaving 1,398 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #162.

Chas P. Smith & Associates (CPS) first reported a position in RY in Q1 2016 and has held it in 23 quarters since. The position peaked at $583K in Q3 2018. 947 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Chas P. Smith & Associates (CPS) held 1,398 shares of Royal Bank of Canada worth $226K as of Q1 2026.
Chas P. Smith & Associates (CPS) sold 175 Royal Bank of Canada shares in Q1 2026, an estimated $29.3K.
Royal Bank of Canada made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #162 holding.
Chas P. Smith & Associates (CPS) first reported a position in Royal Bank of Canada in Q1 2016 and has held it in 23 quarters since.
Chas P. Smith & Associates (CPS)'s Royal Bank of Canada position peaked at $583K in Q3 2018.
947 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.