Royal Bank of Canada
CA ˙ TSX ˙ CA7800871021
270,94 CA$ ↑5,13 (1,93%)
2026-06-04
DEL PRIS
SecurityCA:RY / Royal Bank of Canada
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership5,526 shares
Latest Disclosed Value $ 894,050
Legacy Financial Advisors, Inc. reports 0.13% decrease in ownership of RY / Royal Bank of Canada

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 5,526 shares of Royal Bank of Canada (CA:RY) valued at $1,242,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,533 shares of Royal Bank of Canada. This represents a change in shares of -0.13% during the quarter. The current value of the position is $1,497,214 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)
2026-04-30 2026-03-31 13F ROYAL BANK OF CANADA Stock 780087102 5,526 -7 -0.13 894 -5.20 0.1250
2026-02-04 2025-12-31 13F ROYAL BANK OF CANADA Stock 780087102 5,533 682 14.06 943 32.07 0.1305
2025-11-10 2025-09-30 13F ROYAL BANK OF CANADA Stock 780087102 4,851 593 13.93 715 27.50 0.0985
2025-08-07 2025-06-30 13F ROYAL BANK OF CANADA Stock 780087102 4,258 171 4.18 560 21.74 0.0875
2025-05-14 2025-03-31 13F ROYAL BANK OF CANADA Stock 780087102 4,087 -142 -3.36 461 -9.63 0.0770
2025-02-13 2024-12-31 13F ROYAL BANK OF CANADA Stock 780087102 4,229 277 7.01 510 3.46 0.0843
2024-11-14 2024-09-30 13F ROYAL BANK OF CANADA Stock 780087102 3,952 149 3.92 493 21.78 0.0828
2024-08-13 2024-06-30 13F ROYAL BANK OF CANADA Stock 780087102 3,803 508 15.42 405 21.69 0.0720
2024-05-14 2024-03-31 13F ROYAL BANK OF CANADA Stock 780087102 3,295 119 3.75 332 3.43 0.0595
2024-02-13 2023-12-31 13F/A-1 ROYAL BANK OF CANADA Stock 780087102 3,176 315 11.01 321 28.40 0.0617
2024-02-06 2023-12-31 13F ROYAL BANK OF CANADA Stock 780087102 3,176 315 321 0.0619
2023-11-13 2023-09-30 13F ROYAL BANK OF CANADA Stock 780087102 2,861 -523 -15.46 250 -22.60 0.0501
2023-08-08 2023-06-30 13F ROYAL BANK OF CANADA Stock 780087102 3,384 171 5.32 323 5.21 0.0604
2023-05-03 2023-03-31 13F ROYAL BANK OF CANADA Stock 780087102 3,213 -855 -21.02 307 -19.63 0.0628
2023-02-06 2022-12-31 13F ROYAL BANK OF CANADA Stock 780087102 4,068 279 7.36 382 12.02 0.0824
2022-11-09 2022-09-30 13F ROYAL BANK OF CANADA Stock 780087102 3,789 1,217 47.32 341 36.95 0.0815
2022-08-08 2022-06-30 13F ROYAL BANK OF CANADA Stock 780087102 2,572 -810 -23.95 249 -33.24 0.0619
2022-05-04 2022-03-31 13F ROYAL BANK OF CANADA Stock 780087102 3,382 96 2.92 373 6.88 0.0839
2022-02-04 2021-12-31 13F ROYAL BANK OF CANADA Stock 780087102 3,286 598 22.25 349 30.71 0.0801
2021-10-26 2021-09-30 13F ROYAL BANK OF CANADA Stock 780087102 2,688 437 19.41 267 17.11 0.0655
2021-07-21 2021-06-30 13F ROYAL BANK OF CANADA Stock 780087102 2,251 2,251 228 0.0577
2019-08-07 2019-06-30 13F ROYAL BANK OF CANADA Stock 780087102 0 -742 -100.00 0 -100.00
2019-05-14 2019-03-31 13F ROYAL BANK OF CANADA Stock 780087102 742 247 49.90 56 64.71 0.0190
2019-01-16 2018-12-31 13F ROYAL BANK OF CANADA Stock 780087102 495 -339 -40.65 34 -48.48 0.0132
2018-10-30 2018-09-30 13F ROYAL BANK OF CANADA Stock 780087102 834 164 24.48 66 26.92 0.0239
2018-07-17 2018-06-30 13F ROYAL BANK OF CANADA Stock 780087102 670 57 9.30 52 10.64 0.0197
2018-04-12 2018-03-31 13F ROYAL BANK OF CANADA Stock 780087102 613 -30 -4.67 47 -9.62 0.0187
2018-02-09 2017-12-31 13F ROYAL BK CDA MONTREAL QUE COM Stock 780087102 643 643 52 0.0213
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.