Donaldson Capital Management’s Royal Bank of Canada RY Stock Holding History

Donaldson Capital 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	$2.17M	Buy	10,498 +1,197	+13%	+$222K	0.06%	117
2026 Q1	$1.5M	Sell	9,301 -184	-2%	-$30.8K	0.05%	119
2025 Q4	$1.62M	Buy	9,485 +300	+3%	+$46.1K	0.05%	117
2025 Q3	$1.35M	Hold	9,185	–	–	0.04%	127
2025 Q2	$1.21M	Hold	9,185	–	–	0.04%	128
2025 Q1	$1.04M	Sell	9,185 -1,013	-10%	-$119K	0.04%	131
2024 Q4	$1.23M	Sell	10,198 -323	-3%	-$39.9K	0.05%	127
2024 Q3	$1.31M	Sell	10,521 -1,109	-10%	-$127K	0.05%	123
2024 Q2	$1.24M	Sell	11,630 -986	-8%	-$101K	0.05%	121
2024 Q1	$1.27M	Sell	12,616 -6,642	-34%	-$655K	0.05%	115
2023 Q4	$1.95M	Sell	19,258 -9,497	-33%	-$837K	0.09%	89
2023 Q3	$2.51M	Sell	28,755 -17,226	-37%	-$1.6M	0.12%	81
2023 Q2	$4.39M	Sell	45,981 -196,257	-81%	-$18.7M	0.2%	62
2023 Q1	$23.2M	Buy	242,238 +522	+0.2%	+$51.7K	1.09%	34
2022 Q4	$22.7M	Sell	241,716 -1,127	-0.5%	-$106K	1.11%	32
2022 Q3	$21.9M	Sell	242,843 -1,318	-0.5%	-$126K	1.2%	33
2022 Q2	$23.6M	Sell	244,161 -3,372	-1%	-$345K	1.22%	32
2022 Q1	$27.3M	Buy	247,533 +280	+0.1%	+$31.4K	1.24%	32
2021 Q4	$26.2M	Buy	247,253 +5,166	+2%	+$536K	1.15%	27
2021 Q3	$24.1M	Sell	242,087 -2,855	-1%	-$291K	1.21%	27
2021 Q2	$24.8M	Sell	244,942 -6,632	-3%	-$657K	1.27%	27
2021 Q1	$23.2M	Sell	251,574 -1,329	-0.5%	-$116K	1.27%	28
2020 Q4	$20.8M	Sell	252,903 -460	-0.2%	-$35.6K	1.23%	29
2020 Q3	$17.8M	Sell	253,363 -8,199	-3%	-$589K	1.2%	28
2020 Q2	$17.7M	Buy	261,562 +4,232	+2%	+$269K	1.29%	28
2020 Q1	$15.8M	Sell	257,330 -2,835	-1%	-$210K	1.38%	28
2019 Q4	$20.6M	Buy	260,165 +3,258	+1%	+$262K	1.39%	32
2019 Q3	$20.9M	Buy	+256,907	New	+$20.1M	1.55%	32

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

Donaldson Capital Management's RY Position: Q2 2026 in Review

Donaldson Capital Management increased its Royal Bank of Canada (RY) stake by 13% in Q2 2026, buying an estimated $222K and bringing the position to 10,498 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #117.

Donaldson Capital Management first reported a position in RY in Q3 2019 and has held it in 28 quarters since. The position peaked at $27.3M in Q1 2022. 988 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Donaldson Capital Management held 10,498 shares of Royal Bank of Canada worth $2.17M as of Q2 2026.
Donaldson Capital Management bought 1,197 Royal Bank of Canada shares in Q2 2026, an estimated $222K.
Royal Bank of Canada made up 0.06% of Donaldson Capital Management's portfolio in Q2 2026, its #117 holding.
Donaldson Capital Management first reported a position in Royal Bank of Canada in Q3 2019 and has held it in 28 quarters since.
Donaldson Capital Management's Royal Bank of Canada position peaked at $27.3M in Q1 2022.
988 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.