Claret Asset Management’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.2M Buy
125,077
+836
+0.7% +$140K 2.42% 13
2025
Q4
$21.2M Sell
124,241
-249
-0.2% -$38.2K 2.46% 12
2025
Q3
$18.3M Sell
124,490
-1,886
-1% -$260K 2.19% 14
2025
Q2
$16.7M Sell
126,376
-1,811
-1% -$222K 2.16% 13
2025
Q1
$14.4M Buy
128,187
+1,126
+0.9% +$133K 2.08% 13
2024
Q4
$15.3M Sell
127,061
-91
-0.1% -$11.2K 2.42% 12
2024
Q3
$15.9M Sell
127,152
-1,991
-2% -$229K 2.6% 12
2024
Q2
$13.8M Sell
129,143
-4,817
-4% -$495K 2.45% 13
2024
Q1
$13.5M Buy
133,960
+1,673
+1% +$165K 2.27% 13
2023
Q4
$13.4M Buy
132,287
+1,652
+1% +$146K 2.39% 13
2023
Q3
$11.4M Sell
130,635
-678
-0.5% -$63.1K 2.24% 14
2023
Q2
$12.5M Sell
131,313
-45
-0% -$4.29K 2.45% 14
2023
Q1
$12.6M Buy
131,358
+1,913
+1% +$190K 2.48% 14
2022
Q4
$12.2M Sell
129,445
-5,750
-4% -$543K 2.68% 13
2022
Q3
$12.2M Sell
135,195
-360
-0.3% -$34.5K 2.88% 13
2022
Q2
$13.1M Buy
135,555
+2,462
+2% +$252K 2.83% 14
2022
Q1
$14.7M Buy
133,093
+629
+0.5% +$70.5K 2.82% 12
2021
Q4
$14.1M Sell
132,464
-408
-0.3% -$42.4K 2.6% 16
2021
Q3
$13.2M Buy
132,872
+4,927
+4% +$502K 2.26% 18
2021
Q2
$13M Sell
127,945
-590
-0.5% -$58.5K 2.12% 17
2021
Q1
$11.9M Buy
128,535
+15,850
+14% +$1.38M 2.2% 16
2020
Q4
$9.26M Sell
112,685
-3,774
-3% -$292K 1.83% 19
2020
Q3
$8.17M Sell
116,459
-2,224
-2% -$160K 1.82% 17
2020
Q2
$8.05M Sell
118,683
-1,639
-1% -$104K 1.91% 15
2020
Q1
$7.46M Buy
120,322
+7,670
+7% +$569K 2.1% 14
2019
Q4
$8.91M Sell
112,652
-4,576
-4% -$369K 1.71% 17
2019
Q3
$9.51M Sell
117,228
-6,773
-5% -$529K 1.95% 13
2019
Q2
$9.86M Buy
124,001
+1,257
+1% +$98.2K 2.04% 13
2019
Q1
$9.27M Sell
122,744
-2,185
-2% -$165K 1.84% 15
2018
Q4
$8.56M Sell
124,929
-2,027
-2% -$148K 1.9% 12
2018
Q3
$10.2M Sell
126,956
-102
-0.1% -$8K 1.96% 13
2018
Q2
$9.57M Buy
127,058
+2,503
+2% +$192K 1.95% 14
2018
Q1
$9.61M Sell
124,555
-2,647
-2% -$215K 2.19% 13
2017
Q4
$10.4M Buy
+127,202
New +$10.1M 2.27% 13

Other funds holding RY

Claret Asset Management's RY Position: Q1 2026 in Review

Claret Asset Management increased its Royal Bank of Canada (RY) stake by 0.67% in Q1 2026, buying an estimated $140K and bringing the position to 125,077 shares worth $20.2M. The position accounts for 2.42% of the portfolio, ranked #13.

Claret Asset Management first reported a position in RY in Q4 2017 and has held it in 34 quarters since. The position peaked at $21.2M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Claret Asset Management held 125,077 shares of Royal Bank of Canada worth $20.2M as of Q1 2026.
  • Claret Asset Management bought 836 Royal Bank of Canada shares in Q1 2026, an estimated $140K.
  • Royal Bank of Canada made up 2.42% of Claret Asset Management's portfolio in Q1 2026, its #13 holding.
  • Claret Asset Management first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 34 quarters since.
  • Claret Asset Management's Royal Bank of Canada position peaked at $21.2M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Claret Asset Management's 13F filing for Q1 2026, filed 11 May 2026.