LFA
RY icon

Legacy Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Legacy Financial 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
2026
Q1 		$894K Sell
5,526
-7
-0.1% -$1.17K 0.13% 147
2025
Q4 		$943K Buy
5,533
+682
+14% +$105K 0.13% 134
2025
Q3 		$715K Buy
4,851
+593
+14% +$81.7K 0.1% 184
2025
Q2 		$560K Buy
4,258
+171
+4% +$20.9K 0.09% 186
2025
Q1 		$461K Sell
4,087
-142
-3% -$16.7K 0.08% 206
2024
Q4 		$510K Buy
4,229
+277
+7% +$34.2K 0.08% 188
2024
Q3 		$493K Buy
3,952
+149
+4% +$17.1K 0.08% 199
2024
Q2 		$405K Buy
3,803
+508
+15% +$52.2K 0.07% 206
2024
Q1 		$332K Buy
3,295
+119
+4% +$11.7K 0.06% 231
2023
Q4 		$321K Buy
3,176
+315
+11% +$27.8K 0.06% 222
2023
Q3 		$250K Sell
2,861
-523
-15% -$48.6K 0.05% 222
2023
Q2 		$323K Buy
3,384
+171
+5% +$16.3K 0.06% 191
2023
Q1 		$307K Sell
3,213
-855
-21% -$84.7K 0.06% 184
2022
Q4 		$382K Buy
4,068
+279
+7% +$26.3K 0.08% 143
2022
Q3 		$341K Buy
3,789
+1,217
+47% +$117K 0.08% 141
2022
Q2 		$249K Sell
2,572
-810
-24% -$82.8K 0.06% 175
2022
Q1 		$373K Buy
3,382
+96
+3% +$10.8K 0.08% 136
2021
Q4 		$349K Buy
3,286
+598
+22% +$62.1K 0.08% 128
2021
Q3 		$267K Buy
2,688
+437
+19% +$44.5K 0.07% 143
2021
Q2 		$228K Buy
+2,251
New +$223K 0.06% 152
2019
Q2 		– Sell
-742
Closed -$56K – 742
2019
Q1 		$56K Buy
742
+247
+50% +$18.7K 0.02% 259
2018
Q4 		$34K Sell
495
-339
-41% -$24.7K 0.01% 309
2018
Q3 		$66K Buy
834
+164
+24% +$12.9K 0.02% 217
2018
Q2 		$52K Buy
670
+57
+9% +$4.36K 0.02% 246
2018
Q1 		$47K Sell
613
-30
-5% -$2.44K 0.02% 255
2017
Q4 		$52K Buy
+643
New +$51K 0.02% 236

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's RY Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Royal Bank of Canada (RY) stake by 0.13% in Q1 2026, selling an estimated $1.17K and leaving 5,526 shares worth $894K. The position accounts for 0.13% of the portfolio, ranked #147.

Legacy Financial Advisors first reported a position in RY in Q4 2017 and has held it in 26 quarters since. The position peaked at $943K in Q4 2025. 940 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Legacy Financial Advisors held 5,526 shares of Royal Bank of Canada worth $894K as of Q1 2026.
  • Legacy Financial Advisors sold 7 Royal Bank of Canada shares in Q1 2026, an estimated $1.17K.
  • Royal Bank of Canada made up 0.13% of Legacy Financial Advisors's portfolio in Q1 2026, its #147 holding.
  • Legacy Financial Advisors first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Royal Bank of Canada position peaked at $943K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.