Fulcrum Equity Management’s Royal Bank of Canada RY Stock Holding History

Fulcrum Equity 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 Q3	$369K	Buy	1,877 +22	+1%	+$4.58K	0.29%	76
2026 Q2	$384K	Buy	1,855 +9	+0.5%	+$1.67K	0.28%	84
2026 Q1	$299K	Buy	1,846 +25	+1%	+$4.18K	0.29%	85
2025 Q4	$310K	Buy	1,821 +89	+5%	+$13.7K	0.3%	84
2025 Q3	$255K	Hold	1,732	–	–	0.26%	77
2025 Q2	$228K	Buy	+1,732	New	+$212K	0.23%	86
2025 Q1	–	Sell	-1,730	Closed	-$208K	–	118
2024 Q4	$208K	Hold	1,730	–	–	0.21%	108
2024 Q3	$216K	Buy	+1,730	New	+$199K	0.18%	128

Other funds holding RY

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Fulcrum Equity Management's RY Position: Q3 2026 in Review

Fulcrum Equity Management increased its Royal Bank of Canada (RY) stake by 1.2% in Q3 2026, buying an estimated $4.58K and bringing the position to 1,877 shares worth $369K. The position accounts for 0.29% of the portfolio, ranked #76.

Fulcrum Equity Management first reported a position in RY in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q2 2026. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

Fulcrum Equity Management held 1,877 shares of Royal Bank of Canada worth $369K as of Q3 2026.
Fulcrum Equity Management bought 22 Royal Bank of Canada shares in Q3 2026, an estimated $4.58K.
Royal Bank of Canada made up 0.29% of Fulcrum Equity Management's portfolio in Q3 2026, its #76 holding.
Fulcrum Equity Management first reported a position in Royal Bank of Canada in Q3 2024 and has held it in 8 quarters since.
Fulcrum Equity Management's Royal Bank of Canada position peaked at $384K in Q2 2026.
866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.