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

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

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. 989 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.
989 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.