Royal Bank of Canada
CA ˙ TSX ˙ CA7800871021
265,81 CA$ ↑1,25 (0,47%)
2026-06-03
DEL PRIS
SecurityCA:RY / Royal Bank of Canada
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership7,001 shares
Latest Disclosed Value $ 1,132,480
EverSource Wealth Advisors, LLC reports 27.83% increase in ownership of RY / Royal Bank of Canada

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 7,001 shares of Royal Bank of Canada (CA:RY) valued at $1,574,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,477 shares of Royal Bank of Canada. This represents a change in shares of 27.83% during the quarter. The current value of the position is $1,860,936 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 ROYAL BK CDA COM Stock 780087102 7,001 1,524 27.83 1,132 21.33 0.0053
2026-05-14 2026-03-31 13F ROYAL BK CDA COM Stock 780087102 988 -4,489 59 0.0003
2026-02-06 2025-12-31 13F ROYAL BK CDA COM Stock 780087102 5,477 641 13.25 934 31.04 0.0344
2025-11-10 2025-09-30 13F ROYAL BK CDA COM Stock 780087102 4,836 74 1.55 713 13.74 0.0282
2025-08-13 2025-06-30 13F ROYAL BK CDA COM Stock 780087102 4,762 1,513 46.57 627 71.04 0.0283
2025-05-13 2025-03-31 13F ROYAL BK CDA COM Stock 780087102 3,249 1,621 99.57 366 86.73 0.0201
2025-02-10 2024-12-31 13F ROYAL BK CDA COM Stock 780087102 1,628 157 10.67 196 7.10 0.0110
2024-11-08 2024-09-30 13F ROYAL BK CDA COM Stock 780087102 1,471 130 9.69 184 22.82 0.0116
2024-08-13 2024-06-30 13F ROYAL BK CDA COM Stock 780087102 1,341 253 23.25 150 41.90 0.0100
2024-06-11 2024-03-31 13F/A-1 ROYAL BK CDA COM Stock 780087102 1,088 372 51.96 105 45.83 0.0083
2024-05-13 2024-03-31 13F ROYAL BK CDA COM Stock 780087102 716 0 72 0.0026
2024-02-09 2023-12-31 13F ROYAL BK CDA COM Stock 780087102 716 471 192.24 72 242.86 0.0066
2023-11-03 2023-09-30 13F ROYAL BK CDA COM Stock 780087102 245 182 288.89 21 250.00 0.0023
2023-08-04 2023-06-30 13F ROYAL BK CDA COM Stock 780087102 63 -174 -73.42 6 -72.73 0.0007
2023-05-11 2023-03-31 13F ROYAL BK CDA COM Stock 780087102 237 8 3.49 23 4.76 0.0028
2023-02-09 2022-12-31 13F ROYAL BK CDA SUSTAINABL COM Stock 780087102 229 84 57.93 22 61.54 0.0033
2022-11-07 2022-09-30 13F ROYAL BK CDA COM Stock 780087102 145 -77 -34.68 13 -38.10 0.0030
2022-08-01 2022-06-30 13F ROYAL BK CDA COM Stock 780087102 222 48 27.59 21 10.53 0.0054
2022-05-25 2022-03-31 13F ROYAL BK CDA COM Stock 780087102 174 0 0.00 19 0.00 0.0048
2022-02-17 2021-12-31 13F/A-1 ROYAL BK CDA COM Stock 780087102 174 174 19 0.0053
2022-02-07 2021-12-31 13F ROYAL BK CDA COM Stock 780087102 174 174 18 0.0050
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.