CX Institutional’s Royal Bank of Canada RY Stock Holding History

CX Institutional’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 Q3	$350K	Sell	1,778 -41	-2%	-$8.53K	0.01%	576
2026 Q2	$376K	Buy	1,819 +41	+2%	+$7.61K	0.01%	547
2026 Q1	$288K	Hold	1,778	–	–	0.01%	617
2025 Q4	$303K	Buy	1,778 +10	+0.6%	+$1.54K	0.01%	578
2025 Q3	$260K	Hold	1,768	–	–	0.01%	615
2025 Q2	$233K	Hold	1,768	–	–	0.01%	578
2025 Q1	$199K	Buy	+1,768	New	+$208K	0.01%	602

Other funds holding RY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

CX Institutional's RY Position: Q3 2026 in Review

CX Institutional reduced its Royal Bank of Canada (RY) stake by 2.3% in Q3 2026, selling an estimated $8.53K and leaving 1,778 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #576.

CX Institutional first reported a position in RY in Q1 2025 and has held it in 7 quarters since. The position peaked at $376K in Q2 2026. 242 funds tracked by Wall St. Rank hold RY as of Q3 2026.

CX Institutional held 1,778 shares of Royal Bank of Canada worth $350K as of Q3 2026.
CX Institutional sold 41 Royal Bank of Canada shares in Q3 2026, an estimated $8.53K.
Royal Bank of Canada made up 0.01% of CX Institutional's portfolio in Q3 2026, its #576 holding.
CX Institutional first reported a position in Royal Bank of Canada in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Royal Bank of Canada position peaked at $376K in Q2 2026.
242 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.