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Cypress Wealth Services’s Royal Bank of Canada RY Stock Holding History

Cypress Wealth Services’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 		$517K Buy
2,496
+3
+0.1% +$557 0.06% 237
2026
Q1 		$403K Buy
2,493
+6
+0.2% +$1K 0.06% 255
2025
Q4 		$424K Buy
+2,487
New +$382K 0.06% 230

Other funds holding RY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Cypress Wealth Services's RY Position: Q2 2026 in Review

Cypress Wealth Services increased its Royal Bank of Canada (RY) stake by 0.12% in Q2 2026, buying an estimated $557 and bringing the position to 2,496 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #237.

Cypress Wealth Services first reported a position in RY in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Cypress Wealth Services held 2,496 shares of Royal Bank of Canada worth $517K as of Q2 2026.
  • Cypress Wealth Services bought 3 Royal Bank of Canada shares in Q2 2026, an estimated $557.
  • Royal Bank of Canada made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #237 holding.
  • Cypress Wealth Services first reported a position in Royal Bank of Canada in Q4 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.