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
2025 Q1	–	Sell	-51,000	Closed	-$6.15M	–	216
2024 Q4	$6.15M	Buy	+51,000	New	+$6.3M	0.21%	99
2024 Q3	–	Sell	-7,500	Closed	-$1.09M	–	171
2024 Q2	$1.09M	Buy	+7,500	New	+$771K	0.04%	100
2022 Q2	–	Sell	-338,800	Closed	-$37.3M	–	215
2022 Q1	$37.3M	Buy	+338,800	New	+$38M	0.49%	30
2019 Q3	–	Sell	-67,500	Closed	-$7K	–	207
2019 Q2	$7K	Sell	67,500 -65,000	-49%	-$5.08M	﹤0.01%	134
2019 Q1	$157K	Buy	+132,500	New	+$10M	0.02%	108

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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.