Wedmont Private Capital’s Royal Bank of Canada RY Stock Holding History

Wedmont Private 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	$819K	Sell	3,878 -525	-12%	-$97.4K	0.02%	402
2026 Q1	$746K	Sell	4,403 -92	-2%	-$15.4K	0.02%	383
2025 Q4	$760K	Buy	4,495 +21	+0.5%	+$3.23K	0.03%	355
2025 Q3	$653K	Hold	4,474	–	–	0.02%	377
2025 Q2	$592K	Buy	4,474 +70	+2%	+$8.56K	0.03%	383
2025 Q1	$499K	Sell	4,404 -504	-10%	-$59.3K	0.03%	383
2024 Q4	$581K	Hold	4,908	–	–	0.03%	329
2024 Q3	$598K	Hold	4,908	–	–	0.03%	311
2024 Q2	$546K	Hold	4,908	–	–	0.03%	321
2024 Q1	$504K	Hold	4,908	–	–	0.04%	318
2023 Q4	$497K	Buy	4,908 +480	+11%	+$42.3K	0.04%	310
2023 Q3	$372K	Buy	4,428 +478	+12%	+$44.5K	0.04%	323
2023 Q2	$383K	Hold	3,950	–	–	0.04%	320
2023 Q1	$384K	Hold	3,950	–	–	0.05%	272
2022 Q4	$383K	Buy	3,950 +47	+1%	+$4.44K	0.06%	272
2022 Q3	$351K	Hold	3,903	–	–	0.07%	219
2022 Q2	$378K	Buy	3,903 +497	+15%	+$50.8K	0.08%	181
2022 Q1	$377K	Hold	3,406	–	–	0.08%	186
2021 Q4	$396K	Buy	+3,406	New	+$354K	0.12%	136

Other funds holding RY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Wedmont Private Capital's RY Position: Q2 2026 in Review

Wedmont Private Capital reduced its Royal Bank of Canada (RY) stake by 12% in Q2 2026, selling an estimated $97.4K and leaving 3,878 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #402.

Wedmont Private Capital first reported a position in RY in Q4 2021 and has held it in 19 quarters since. 266 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Wedmont Private Capital held 3,878 shares of Royal Bank of Canada worth $819K as of Q2 2026.
Wedmont Private Capital sold 525 Royal Bank of Canada shares in Q2 2026, an estimated $97.4K.
Royal Bank of Canada made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #402 holding.
Wedmont Private Capital first reported a position in Royal Bank of Canada in Q4 2021 and has held it in 19 quarters since.
266 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.