Legacy Wealth Asset Management, LLC

Position in RY — Royal Bank Of Canada

CIK 1846151 WOODBURY, MN

Position in RY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,078,934

+$218,912 QoQ

Shares Held

5,213

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#449

of 980 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. RY ranks #6 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc	138,018	$2,745,178
2	UBS	UBS Group AG	51,940	$2,574,146
3	BNY	Bank of New York Mellon Corp	9,572	$1,384,206
4	ING	Ing Groep NV	37,040	$1,162,315
5	BCS	Barclays PLC	41,335	$1,110,258
6	RY	Royal Bank Of Canada This page	5,213	$1,078,934
7	HSBC	Hsbc Holdings PLC	11,194	$1,064,437
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	41,147	$970,246

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,078,934	5,213	-1.9%	Shares	Sole	2026-07-09
2026-03-31	$860,022	5,316	-0.7%	Shares	Sole	2026-04-08
2025-12-31	$913,144	5,356	-5.0%	Shares	Sole	2026-01-12
2025-09-30	$830,295	5,636	-0.2%	Shares	Sole	2025-10-14
2025-06-30	$742,599	5,645	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$635,628	5,639	-1.3%	Shares	Sole	2025-04-09
2024-12-31	$688,714	5,715	-1.9%	Shares	Sole	2025-01-15
2024-09-30	$726,427	5,824	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$616,578	5,796	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$573,906	5,689	+2.5%	Shares	Sole	2024-04-19
2023-12-31	$561,473	5,552	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.