Legacy Wealth Asset Management, LLC RY — ROYAL BK CDA

Ownership history in Legacy Wealth Asset Management, LLC  ·  10 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported ROYAL BK CDA (RY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q4. The latest visible filing shows RY at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in ROYAL BK CDA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RY was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RY stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held RY — position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,316 -40 -0.7% 0.21% $860K 2026-04-08 $168.32
2025 Q4 REDUCED — — — 5,356 -280 -5.0% 0.22% $913K 2026-01-12 $168.50
2025 Q3 REDUCED — — — 5,636 -9 -0.2% 0.20% $830K 2025-10-14 $144.45
2025 Q2 ADDED — — — 5,645 +6 +0.1% 0.19% $743K 2025-07-30 $128.51
2025 Q1 REDUCED — — — 5,639 -76 -1.3% 0.18% $636K 2025-04-09 $110.99
2024 Q4 REDUCED — — — 5,715 -109 -1.9% 0.19% $689K 2025-01-15 $115.91
2024 Q3 ADDED — — — 5,824 +28 +0.5% 0.19% $726K 2024-10-23 $120.14
2024 Q2 ADDED — — — 5,796 +107 +1.9% 0.17% $617K 2024-08-14 $105.93
2024 Q1 ADDED — — — 5,689 +137 +2.5% 0.16% $574K 2024-04-19 $92.10
2023 Q4 INITIATED — — — 5,552 — — 0.18% $561K 2024-01-10 $93.75

🏢 Other funds also holding RY

As of 2026 Q1 — sorted by position size

Summerhill Capital Management lnc. 8.05% Triasima Portfolio Management inc. 3Y 6.16% Rempart Asset Management Inc. 3Y 5.75% QV Investors Inc. 3Y 7Y 5.38% CIDEL ASSET MANAGEMENT INC 3Y 7Y 4.87% Addenda Capital Inc. 3Y 7Y 4.72% JCIC Asset Management Inc. 3Y 7Y 4.15% Value Partners Investments Inc. 3Y 3.99% Cardinal Capital Management, Inc. 3Y 7Y 3.89% K.J. Harrison & Partners Inc 3Y 7Y 3.33%

FAQ About Legacy Wealth Asset Management, LLC and RY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Asset Management, LLC reported owning RY?

Legacy Wealth Asset Management, LLC reported RY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RY position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for RY was 0.22% in 2025 Q4.

What is the latest reported RY position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 5,316 shares, equal to 0.21% of portfolio, with an estimated market value of $860K.

What does the chart on this RY ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly RY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Asset Management, LLC time their RY position?

Based on 13F filing dates vs. subsequent RY price moves, Legacy Wealth Asset Management, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on RY relative to SPY over the holding period was +9.7%.

← Back to Legacy Wealth Asset Management, LLC Holdings