LPL Financial
RY icon

LPL Financial’s Royal Bank of Canada RY Stock Holding History

LPL Financial’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 		$27.5M Buy
169,890
+6,686
+4% +$1.12M 0.01% 1262
2025
Q4 		$27.8M Buy
163,204
+10,654
+7% +$1.64M 0.01% 1186
2025
Q3 		$22.5M Buy
152,550
+12,377
+9% +$1.71M 0.01% 1291
2025
Q2 		$18.4M Sell
140,173
-2,219
-2% -$271K 0.01% 1316
2025
Q1 		$16.1M Buy
142,392
+4,784
+3% +$563K 0.01% 1289
2024
Q4 		$16.6M Buy
137,608
+19,695
+17% +$2.43M 0.01% 1195
2024
Q3 		$14.7M Sell
117,913
-140
-0.1% -$16.1K 0.01% 1212
2024
Q2 		$12.6M Buy
118,053
+6,143
+5% +$632K 0.01% 1222
2024
Q1 		$11.3M Buy
111,910
+2,323
+2% +$229K 0.01% 1253
2023
Q4 		$11.1M Buy
109,587
+1,087
+1% +$95.8K 0.01% 1187
2023
Q3 		$9.49M Buy
108,500
+25,540
+31% +$2.38M 0.01% 1192
2023
Q2 		$7.92M Buy
82,960
+6,766
+9% +$646K 0.01% 1271
2023
Q1 		$7.28M Sell
76,194
-6,874
-8% -$681K 0.01% 1276
2022
Q4 		$7.81M Buy
83,068
+2,484
+3% +$234K 0.01% 1181
2022
Q3 		$7.26M Sell
80,584
-17,446
-18% -$1.67M 0.01% 1130
2022
Q2 		$9.49M Buy
98,030
+40,123
+69% +$4.1M 0.01% 993
2022
Q1 		$6.38M Sell
57,907
-3,241
-5% -$363K 0.01% 1289
2021
Q4 		$6.49M Buy
61,148
+14,785
+32% +$1.53M 0.01% 1283
2021
Q3 		$4.61M Sell
46,363
-1,731
-4% -$176K ﹤0.01% 1451
2021
Q2 		$4.87M Buy
48,094
+3,449
+8% +$342K ﹤0.01% 1360
2021
Q1 		$4.12M Buy
44,645
+2,177
+5% +$189K ﹤0.01% 1358
2020
Q4 		$3.48M Buy
42,468
+6,374
+18% +$493K ﹤0.01% 1324
2020
Q3 		$2.53M Buy
36,094
+611
+2% +$43.9K ﹤0.01% 1327
2020
Q2 		$2.41M Buy
35,483
+6,602
+23% +$420K ﹤0.01% 1259
2020
Q1 		$1.78M Sell
28,881
-2,022
-7% -$150K ﹤0.01% 1262
2019
Q4 		$2.45M Buy
30,903
+879
+3% +$70.8K ﹤0.01% 1219
2019
Q3 		$2.44M Sell
30,024
-3,265
-10% -$255K 0.01% 1137
2019
Q2 		$2.64M Buy
33,289
+1,413
+4% +$110K 0.01% 1091
2019
Q1 		$2.41M Sell
31,876
-5,196
-14% -$393K 0.01% 1096
2018
Q4 		$2.54M Buy
37,072
+417
+1% +$30.4K 0.01% 959
2018
Q3 		$2.94M Sell
36,655
-951
-3% -$74.6K 0.01% 964
2018
Q2 		$2.83M Buy
37,606
+1,781
+5% +$136K 0.01% 948
2018
Q1 		$2.77M Sell
35,825
-21,406
-37% -$1.74M 0.01% 940
2017
Q4 		$4.67M Buy
57,231
+23,866
+72% +$1.89M 0.01% 691
2017
Q3 		$2.58M Buy
33,365
+2,278
+7% +$170K 0.01% 862
2017
Q2 		$2.25M Buy
31,087
+13,473
+76% +$945K 0.01% 860
2017
Q1 		$1.27M Buy
17,614
+66
+0.4% +$4.78K 0.01% 1105
2016
Q4 		$1.2M Sell
17,548
-66
-0.4% -$4.28K 0.01% 1095
2016
Q3 		$1.08M Sell
17,614
-440
-2% -$27K 0.01% 1135
2016
Q2 		$1.07M Sell
18,054
-18,357
-50% -$1.1M 0.01% 1127
2016
Q1 		$2.05M Sell
36,411
-5,446
-13% -$282K 0.01% 1185
2015
Q4 		$2.18M Buy
41,857
+11,369
+37% +$638K 0.01% 1123
2015
Q3 		$1.69M Sell
30,488
-2,881
-9% -$164K 0.01% 928
2015
Q2 		$2.02M Sell
33,369
-2,106
-6% -$136K 0.01% 903
2015
Q1 		$2.14M Sell
35,475
-670
-2% -$41.2K 0.01% 875
2014
Q4 		$2.5M Buy
36,145
+1,590
+5% +$112K 0.01% 768
2014
Q3 		$2.47M Buy
34,555
+5,042
+17% +$371K 0.01% 759
2014
Q2 		$2.11M Buy
29,513
+26
+0.1% +$1.76K 0.01% 852
2014
Q1 		$1.95M Sell
29,487
-663
-2% -$42.9K 0.01% 856
2013
Q4 		$2.03M Sell
30,150
-882
-3% -$58.5K 0.01% 818
2013
Q3 		$2.04M Sell
31,032
-5,144
-14% -$319K 0.01% 780
2013
Q2 		$2.11M Buy
+36,176
New +$2.16M 0.02% 701

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

LPL Financial's RY Position: Q1 2026 in Review

LPL Financial increased its Royal Bank of Canada (RY) stake by 4.1% in Q1 2026, buying an estimated $1.12M and bringing the position to 169,890 shares worth $27.5M. The position accounts for 0.01% of the portfolio, ranked #1262.

LPL Financial first reported a position in RY in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.8M in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • LPL Financial held 169,890 shares of Royal Bank of Canada worth $27.5M as of Q1 2026.
  • LPL Financial bought 6,686 Royal Bank of Canada shares in Q1 2026, an estimated $1.12M.
  • Royal Bank of Canada made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1262 holding.
  • LPL Financial first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Royal Bank of Canada position peaked at $27.8M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.