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Coldstream Capital Management’s Royal Bank of Canada RY Stock Holding History

Coldstream Capital 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 		$449K Buy
2,779
+720
+35% +$120K 0.01% 771
2025
Q4 		$351K Buy
+2,059
New +$316K ﹤0.01% 849
2025
Q2 		– Sell
-384
Closed -$43.3K – 2902
2025
Q1 		$43.3K Buy
+384
New +$45.2K ﹤0.01% 1776

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's RY Position: Q1 2026 in Review

Coldstream Capital Management increased its Royal Bank of Canada (RY) stake by 35% in Q1 2026, buying an estimated $120K and bringing the position to 2,779 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #771.

Coldstream Capital Management first reported a position in RY in Q1 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Coldstream Capital Management held 2,779 shares of Royal Bank of Canada worth $449K as of Q1 2026.
  • Coldstream Capital Management bought 720 Royal Bank of Canada shares in Q1 2026, an estimated $120K.
  • Royal Bank of Canada made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #771 holding.
  • Coldstream Capital Management first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 3 quarters since.
  • 945 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.