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

Cresset 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 Q2	$918K	Sell	4,436 -643	-13%	-$119K	﹤0.01%	937
2026 Q1	$822K	Sell	5,079 -153	-3%	-$25.6K	﹤0.01%	866
2025 Q4	$892K	Buy	5,232 +774	+17%	+$119K	﹤0.01%	827
2025 Q3	$657K	Buy	4,458 +15	+0.3%	+$2.07K	﹤0.01%	910
2025 Q2	$584K	Sell	4,443 -196	-4%	-$24K	﹤0.01%	872
2025 Q1	$523K	Sell	4,639 -314	-6%	-$37K	﹤0.01%	1045
2024 Q4	$597K	Sell	4,953 -13,176	-73%	-$1.63M	﹤0.01%	1003
2024 Q3	$2.26M	Buy	18,129 +522	+3%	+$59.9K	0.01%	751
2024 Q2	$1.87M	Buy	17,607 +1,671	+10%	+$172K	0.01%	745
2024 Q1	$1.61M	Buy	15,936 +5,960	+60%	+$588K	0.01%	756
2023 Q4	$1.01M	Sell	9,976 -2,254	-18%	-$199K	0.01%	890
2023 Q3	$1.07M	Sell	12,230 -631	-5%	-$58.7K	﹤0.01%	823
2023 Q2	$1.23M	Buy	+12,861	New	+$1.23M	﹤0.01%	843
2022 Q2	–	Sell	-2,242	Closed	-$247K	–	1067
2022 Q1	$247K	Buy	+2,242	New	+$251K	﹤0.01%	848
2021 Q4	–	Sell	-4,516	Closed	-$450K	–	1277
2021 Q3	$450K	Buy	4,516 +1,687	+60%	+$172K	0.01%	673
2021 Q2	$287K	Sell	2,829 -46	-2%	-$4.56K	﹤0.01%	793
2021 Q1	$266K	Hold	2,875	–	–	﹤0.01%	732
2020 Q4	$236K	Hold	2,875	–	–	﹤0.01%	643
2020 Q3	$201K	Buy	+2,875	New	+$207K	﹤0.01%	647
2019 Q2	–	Sell	-1,181	Closed	-$89K	–	1444
2019 Q1	$89K	Buy	1,181 +1,001	+556%	+$75.7K	﹤0.01%	592
2018 Q4	$12K	Buy	+180	New	+$13.1K	﹤0.01%	819

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cresset Asset Management's RY Position: Q2 2026 in Review

Cresset Asset Management reduced its Royal Bank of Canada (RY) stake by 13% in Q2 2026, selling an estimated $119K and leaving 4,436 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Cresset Asset Management first reported a position in RY in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.26M in Q3 2024. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Cresset Asset Management held 4,436 shares of Royal Bank of Canada worth $918K as of Q2 2026.
Cresset Asset Management sold 643 Royal Bank of Canada shares in Q2 2026, an estimated $119K.
Royal Bank of Canada made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #937 holding.
Cresset Asset Management first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 21 quarters since.
Cresset Asset Management's Royal Bank of Canada position peaked at $2.26M in Q3 2024.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.