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Waratah Capital Advisors’s Royal Bank of Canada RY Stock Holding History

Waratah Capital Advisors’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 		$13.5M Sell
83,144
-27,864
-25% -$4.66M 0.51% 41
2025
Q4 		$18.9M Buy
111,008
+3,420
+3% +$525K 0.64% 36
2025
Q3 		$15.8M Buy
107,588
+18,389
+21% +$2.53M 0.28% 46
2025
Q2 		$11.7M Sell
89,199
-30,793
-26% -$3.77M 0.31% 63
2025
Q1 		$13.5M Buy
119,992
+421
+0.4% +$49.6K 0.36% 60
2024
Q4 		$14.4M Buy
119,571
+57,289
+92% +$7.07M 0.48% 61
2024
Q3 		$7.77M Sell
62,282
-49,939
-45% -$5.73M 0.15% 76
2024
Q2 		$11.9M Sell
112,221
-138,538
-55% -$14.2M 0.44% 60
2024
Q1 		$25.3M Sell
250,759
-34,651
-12% -$3.42M 0.76% 38
2023
Q4 		$28.9M Buy
285,410
+49,266
+21% +$4.34M 0.57% 31
2023
Q3 		$20.6M Buy
236,144
+112,632
+91% +$10.5M 0.3% 48
2023
Q2 		$11.8M Buy
123,512
+92,624
+300% +$8.84M 0.22% 53
2023
Q1 		$2.95M Buy
+30,888
New +$3.06M 0.07% 106
2022
Q3 		– Sell
-59,181
Closed -$5.72M – 188
2022
Q2 		$5.72M Sell
59,181
-22,889
-28% -$2.34M 0.13% 89
2022
Q1 		$9.03M Sell
82,070
-20,300
-20% -$2.28M 0.12% 88
2021
Q4 		$10.9M Buy
102,370
+9,249
+10% +$960K 0.18% 68
2021
Q3 		$9.26M Sell
93,121
-9,817
-10% -$1M 0.14% 82
2021
Q2 		$10.4M Buy
102,938
+2,399
+2% +$238K 0.15% 72
2021
Q1 		$9.27M Buy
100,539
+10,877
+12% +$947K 0.21% 59
2020
Q4 		$7.37M Buy
89,662
+51,051
+132% +$3.95M 0.51% 52
2020
Q3 		$2.71M Buy
38,611
+30,902
+401% +$2.22M 0.29% 61
2020
Q2 		$523K Buy
+7,709
New +$490K 0.04% 105
2020
Q1 		– Sell
-28,743
Closed -$2.27M – 153
2019
Q4 		$2.27M Sell
28,743
-38,795
-57% -$3.12M 0.24% 81
2019
Q3 		$5.48M Buy
67,538
+44,362
+191% +$3.46M 0.62% 40
2019
Q2 		$1.84M Buy
23,176
+14,906
+180% +$1.16M 0.2% 75
2019
Q1 		$624K Sell
8,270
-4,990
-38% -$377K 0.07% 95
2018
Q4 		$913K Sell
13,260
-12,890
-49% -$941K 0.11% 77
2018
Q3 		$2.09M Buy
+26,150
New +$2.05M 0.21% 82
2017
Q2 		– Sell
-17,498
Closed -$1.24M – 201
2017
Q1 		$1.24M Buy
+17,498
New +$1.27M 0.16% 92
2016
Q4 		– Sell
-39,500
Closed -$2.45M – 176
2016
Q3 		$2.45M Buy
+39,500
New +$2.43M 0.44% 61
2015
Q3 		– Sell
-23,410
Closed -$1.43M – 159
2015
Q2 		$1.43M Sell
23,410
-55,180
-70% -$3.55M 0.32% 68
2015
Q1 		$4.72M Buy
+78,590
New +$4.83M 1.29% 24
2014
Q2 		– Sell
-10,950
Closed -$722K – 83
2014
Q1 		$722K Buy
+10,950
New +$708K 0.4% 44
2013
Q4 		– Sell
-12,800
Closed -$819K – 108
2013
Q3 		$819K Buy
+12,800
New +$795K 0.46% 47

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

Waratah Capital Advisors's RY Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Royal Bank of Canada (RY) stake by 25% in Q1 2026, selling an estimated $4.66M and leaving 83,144 shares worth $13.5M. The position accounts for 0.51% of the portfolio, ranked #41.

Waratah Capital Advisors first reported a position in RY in Q3 2013 and has held it in 34 quarters since. The position peaked at $28.9M in Q4 2023. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Waratah Capital Advisors held 83,144 shares of Royal Bank of Canada worth $13.5M as of Q1 2026.
  • Waratah Capital Advisors sold 27,864 Royal Bank of Canada shares in Q1 2026, an estimated $4.66M.
  • Royal Bank of Canada made up 0.51% of Waratah Capital Advisors's portfolio in Q1 2026, its #41 holding.
  • Waratah Capital Advisors first reported a position in Royal Bank of Canada in Q3 2013 and has held it in 34 quarters since.
  • Waratah Capital Advisors's Royal Bank of Canada position peaked at $28.9M in Q4 2023.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.