Legal & General Group Plc RY — ROYAL BK CDA

Ownership history in Legal & General Group Plc  ·  87 quarters on record

AI Ownership Summary

Legal & General Group Plc reported ROYAL BK CDA (RY) in 87 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows RY at 0.33% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legal & General Group Plc'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
2025 Q4

RY was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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 2025 Q4

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 Legal & General Group Plc fund profile Legal & General Group Plc full holdings
How Legal & General Group Plc 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,773,645 +498,511 +6.0% 0.33% $1.50B 2026-02-14 (Est.) $168.32
2025 Q3 ADDED — — — 8,275,134 +287,504 +3.6% 0.27% $1.22B 2025-11-13 $145.77
2025 Q2 REDUCED 5.2% +12.7% ❌ 7,987,630 -438,717 -5.2% 0.26% $1.05B 2025-08-12 $133.88
2025 Q1 ADDED — — — 8,426,347 +207,446 +2.5% 0.26% $949.1M 2025-05-15 $122.89
2024 Q4 REDUCED 21.4% -5.7% ✅ 8,218,901 -2,234,230 -21.4% 0.26% $990.5M 2025-02-13 $116.44
2024 Q3 REDUCED — — — 10,453,131 -51,462 -0.5% 0.27% $1.31B 2024-11-14 $118.44
2024 Q2 ADDED — — — 10,504,593 +194,941 +1.9% 0.25% $1.12B 2024-08-14 $105.93
2024 Q1 ADDED — — — 10,309,652 +47,995 +0.5% 0.24% $1.04B 2024-05-14 $99.17
2023 Q4 ADDED — — — 10,261,657 +2,450,344 +31.4% 0.27% $1.04B 2024-02-15 $92.21
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 Legal & General Group Plc and RY

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

How long has Legal & General Group Plc reported owning RY?

Legal & General Group Plc reported RY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RY position in Legal & General Group Plc's portfolio?

The largest reported portfolio weight for RY was 0.33% in 2025 Q4.

What is the latest reported RY position on this page?

The most recent filing on this page is 2025 Q4, when Legal & General Group Plc reported 8,773,645 shares, equal to 0.33% of portfolio, with an estimated market value of $1.50B.

What does the chart on this RY ownership page compare?

The chart compares Legal & General Group Plc'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 Legal & General Group Plc time their RY position?

Based on 13F filing dates vs. subsequent RY price moves, Legal & General Group Plc correctly timed 36 out of 75 reported position changes (48%). The annualised alpha on RY relative to SPY over the holding period was +3.5%.

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