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 Q2	$596K	Buy	2,878 +17	+0.6%	+$3.15K	0.03%	326
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Waterloo Capital's RY Position: Q2 2026 in Review

Waterloo Capital increased its Royal Bank of Canada (RY) stake by 0.59% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,878 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #326.

Waterloo Capital first reported a position in RY in Q3 2023 and has held it in 12 quarters since. 991 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Waterloo Capital held 2,878 shares of Royal Bank of Canada worth $596K as of Q2 2026.
Waterloo Capital bought 17 Royal Bank of Canada shares in Q2 2026, an estimated $3.15K.
Royal Bank of Canada made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #326 holding.
Waterloo Capital first reported a position in Royal Bank of Canada in Q3 2023 and has held it in 12 quarters since.
991 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.