Legacy Wealth Asset Management’s Royal Bank of Canada RY Stock Holding History

Legacy Wealth Asset Management’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	$1.08M	Sell	5,213 -103	-2%	-$19.1K	0.24%	116
2026 Q1	$860K	Sell	5,316 -40	-0.7%	-$6.69K	0.21%	145
2025 Q4	$913K	Sell	5,356 -280	-5%	-$43K	0.22%	130
2025 Q3	$830K	Sell	5,636 -9	-0.2%	-$1.24K	0.2%	140
2025 Q2	$743K	Buy	5,645 +6	+0.1%	+$734	0.19%	151
2025 Q1	$636K	Sell	5,639 -76	-1%	-$8.95K	0.18%	191
2024 Q4	$689K	Sell	5,715 -109	-2%	-$13.5K	0.19%	168
2024 Q3	$726K	Buy	5,824 +28	+0.5%	+$3.21K	0.19%	154
2024 Q2	$617K	Buy	5,796 +107	+2%	+$11K	0.17%	186
2024 Q1	$574K	Buy	5,689 +137	+2%	+$13.5K	0.16%	205
2023 Q4	$561K	Buy	+5,552	New	+$489K	0.18%	197

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

Legacy Wealth Asset Management's RY Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Royal Bank of Canada (RY) stake by 1.9% in Q2 2026, selling an estimated $19.1K and leaving 5,213 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #116.

Legacy Wealth Asset Management first reported a position in RY in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold RY as of Q2 2026.

Legacy Wealth Asset Management held 5,213 shares of Royal Bank of Canada worth $1.08M as of Q2 2026.
Legacy Wealth Asset Management sold 103 Royal Bank of Canada shares in Q2 2026, an estimated $19.1K.
Royal Bank of Canada made up 0.24% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #116 holding.
Legacy Wealth Asset Management first reported a position in Royal Bank of Canada in Q4 2023 and has held it in 11 quarters since.
982 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.