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

Costello Asset 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	$64.7K	Hold	400	–	–	0.02%	202
2025 Q4	$68.2K	Sell	400 -200	-33%	-$30.7K	0.02%	186
2025 Q3	$88.4K	Hold	600	–	–	0.03%	167
2025 Q2	$78.9K	Hold	600	–	–	0.03%	179
2025 Q1	$67.6K	Buy	+600	New	+$70.7K	0.03%	197

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

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

Costello Asset Management held its Royal Bank of Canada (RY) position steady in Q1 2026 at 400 shares worth $64.7K. The position accounts for 0.02% of the portfolio, ranked #202.

Costello Asset Management first reported a position in RY in Q1 2025 and has held it in 5 quarters since. The position peaked at $88.4K in Q3 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Costello Asset Management held 400 shares of Royal Bank of Canada worth $64.7K as of Q1 2026.
Costello Asset Management left its Royal Bank of Canada share count unchanged in Q1 2026.
Royal Bank of Canada made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #202 holding.
Costello Asset Management first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 5 quarters since.
Costello Asset Management's Royal Bank of Canada position peaked at $88.4K in Q3 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.