Waterloo Capital’s Royal Bank of Canada RY Stock Holding History

Waterloo Capital’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	$463K	Sell	2,861 -15	-0.5%	-$2.51K	0.03%	321
2025 Q4	$490K	Buy	2,876 +15	+0.5%	+$2.3K	0.04%	295
2025 Q3	$421K	Hold	2,861	–	–	0.03%	310
2025 Q2	$376K	Hold	2,861	–	–	0.03%	320
2025 Q1	$322K	Hold	2,861	–	–	0.03%	306
2024 Q4	$345K	Hold	2,861	–	–	0.04%	282
2024 Q3	$357K	Sell	2,861 -8	-0.3%	-$918	0.04%	281
2024 Q2	$305K	Buy	2,869 +8	+0.3%	+$823	0.04%	289
2024 Q1	$289K	Sell	2,861 -865	-23%	-$85.4K	0.04%	293
2023 Q4	$377K	Buy	3,726 +865	+30%	+$76.2K	0.06%	258
2023 Q3	$250K	Buy	+2,861	New	+$266K	0.07%	161

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

Waterloo Capital's RY Position: Q1 2026 in Review

Waterloo Capital reduced its Royal Bank of Canada (RY) stake by 0.52% in Q1 2026, selling an estimated $2.51K and leaving 2,861 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #321.

Waterloo Capital first reported a position in RY in Q3 2023 and has held it in 11 quarters since. The position peaked at $490K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Waterloo Capital held 2,861 shares of Royal Bank of Canada worth $463K as of Q1 2026.
Waterloo Capital sold 15 Royal Bank of Canada shares in Q1 2026, an estimated $2.51K.
Royal Bank of Canada made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #321 holding.
Waterloo Capital first reported a position in Royal Bank of Canada in Q3 2023 and has held it in 11 quarters since.
Waterloo Capital's Royal Bank of Canada position peaked at $490K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.