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Excalibur Management’s Royal Bank of Canada RY Stock Holding History

Excalibur 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
Q1 		$455K Hold
2,815
– – 0.16% 109
2025
Q4 		$480K Sell
2,815
-6
-0.2% -$921 0.17% 106
2025
Q3 		$416K Hold
2,821
– – 0.15% 115
2025
Q2 		$371K Hold
2,821
– – 0.14% 121
2025
Q1 		$318K Sell
2,821
-50
-2% -$5.89K 0.13% 130
2024
Q4 		$346K Hold
2,871
– – 0.14% 127
2024
Q3 		$358K Sell
2,871
-25
-0.9% -$2.87K 0.14% 130
2024
Q2 		$308K Sell
2,896
-25
-0.9% -$2.57K 0.13% 130
2024
Q1 		$295K Sell
2,921
-3
-0.1% -$296 0.12% 129
2023
Q4 		$296K Sell
2,924
-112
-4% -$9.87K 0.14% 127
2023
Q3 		$265K Hold
3,036
– – 0.14% 123
2023
Q2 		$290K Hold
3,036
– – 0.15% 123
2023
Q1 		$290K Hold
3,036
– – 0.15% 122
2022
Q4 		$285K Hold
3,036
– – 0.15% 121
2022
Q3 		$273K Hold
3,036
– – 0.15% 121
2022
Q2 		$294K Buy
3,036
+12
+0.4% +$1.23K 0.15% 117
2022
Q1 		$333K Sell
3,024
-17
-0.6% -$1.91K 0.14% 119
2021
Q4 		$323K Buy
3,041
+83
+3% +$8.62K 0.13% 129
2021
Q3 		$294K Hold
2,958
– – 0.13% 131
2021
Q2 		$300K Sell
2,958
-25
-0.8% -$2.48K 0.14% 128
2021
Q1 		$275K Hold
2,983
– – 0.14% 128
2020
Q4 		$245K Hold
2,983
– – 0.13% 126
2020
Q3 		$209K Sell
2,983
-100
-3% -$7.19K 0.13% 121
2020
Q2 		$209K Buy
+3,083
New +$196K 0.14% 107
2020
Q1 		– Sell
-3,116
Closed -$247K – 138
2019
Q4 		$247K Buy
+3,116
New +$251K 0.16% 101

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Excalibur Management's RY Position: Q1 2026 in Review

Excalibur Management held its Royal Bank of Canada (RY) position steady in Q1 2026 at 2,815 shares worth $455K. The position accounts for 0.16% of the portfolio, ranked #109.

Excalibur Management first reported a position in RY in Q4 2019 and has held it in 25 quarters since. The position peaked at $480K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Excalibur Management held 2,815 shares of Royal Bank of Canada worth $455K as of Q1 2026.
  • Excalibur Management left its Royal Bank of Canada share count unchanged in Q1 2026.
  • Royal Bank of Canada made up 0.16% of Excalibur Management's portfolio in Q1 2026, its #109 holding.
  • Excalibur Management first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 25 quarters since.
  • Excalibur Management's Royal Bank of Canada position peaked at $480K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.