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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
Q2 		$577K Sell
2,790
-25
-0.9% -$4.64K 0.19% 101
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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Excalibur Management's RY Position: Q2 2026 in Review

Excalibur Management reduced its Royal Bank of Canada (RY) stake by 0.89% in Q2 2026, selling an estimated $4.64K and leaving 2,790 shares worth $577K. The position accounts for 0.19% of the portfolio, ranked #101.

Excalibur Management first reported a position in RY in Q4 2019 and has held it in 26 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

  • Excalibur Management held 2,790 shares of Royal Bank of Canada worth $577K as of Q2 2026.
  • Excalibur Management sold 25 Royal Bank of Canada shares in Q2 2026, an estimated $4.64K.
  • Royal Bank of Canada made up 0.19% of Excalibur Management's portfolio in Q2 2026, its #101 holding.
  • Excalibur Management first reported a position in Royal Bank of Canada in Q4 2019 and has held it in 26 quarters since.
  • 986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.