Legacy Capital Group California’s Royal Bank of Canada RY Stock Holding History

Legacy Capital Group California’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	$776K	Sell	4,796 -861	-15%	-$144K	0.3%	105
2025 Q4	$964K	Buy	5,657 +310	+6%	+$47.6K	0.23%	111
2025 Q3	$788K	Buy	5,347 +359	+7%	+$49.5K	0.2%	136
2025 Q2	$656K	Buy	4,988 +400	+9%	+$48.9K	0.18%	141
2025 Q1	$517K	Buy	4,588 +34	+0.7%	+$4K	0.18%	162
2024 Q4	$549K	Sell	4,554 -1	-0%	-$123	0.17%	164
2024 Q3	$568K	Buy	4,555 +1,819	+66%	+$209K	0.19%	156
2024 Q2	$291K	Buy	2,736 +179	+7%	+$18.4K	0.1%	227
2024 Q1	$258K	Buy	2,557 +27	+1%	+$2.67K	0.1%	248
2023 Q4	$256K	Sell	2,530 -17	-0.7%	-$1.5K	0.1%	244
2023 Q3	$223K	Buy	+2,547	New	+$237K	0.1%	251

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

Legacy Capital Group California's RY Position: Q1 2026 in Review

Legacy Capital Group California reduced its Royal Bank of Canada (RY) stake by 15% in Q1 2026, selling an estimated $144K and leaving 4,796 shares worth $776K. The position accounts for 0.3% of the portfolio, ranked #105.

Legacy Capital Group California first reported a position in RY in Q3 2023 and has held it in 11 quarters since. The position peaked at $964K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Legacy Capital Group California held 4,796 shares of Royal Bank of Canada worth $776K as of Q1 2026.
Legacy Capital Group California sold 861 Royal Bank of Canada shares in Q1 2026, an estimated $144K.
Royal Bank of Canada made up 0.3% of Legacy Capital Group California's portfolio in Q1 2026, its #105 holding.
Legacy Capital Group California first reported a position in Royal Bank of Canada in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Group California's Royal Bank of Canada position peaked at $964K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.