Position in RY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,082,246
+$188,250 QoQ
Shares Held
5,229
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#448
of 980 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. RY ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
This page
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in RY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,246 | 5,229 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $893,996 | 5,526 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $943,321 | 5,533 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $714,649 | 4,851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $560,139 | 4,258 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $460,686 | 4,087 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $509,636 | 4,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $492,932 | 3,952 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $404,563 | 3,803 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $332,399 | 3,295 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $321,188 | 3,176 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $250,165 | 2,861 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323,205 | 3,384 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $307,098 | 3,213 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $382,473 | 4,068 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $341,161 | 3,789 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $249,021 | 2,572 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $372,933 | 3,382 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $348,776 | 3,286 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $267,402 | 2,688 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $228,048 | 2,251 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||