Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,028,847
+$571,172 QoQ
Shares Held
4,971
+75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 980 holders
Holding Since
Dec 2021
17 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, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. RY ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in RY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,847 | 4,971 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $457,675 | 2,829 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $482,316 | 2,829 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $416,768 | 2,829 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $372,154 | 2,829 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $318,884 | 2,829 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $346,466 | 2,875 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $358,598 | 2,875 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $305,842 | 2,875 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $290,030 | 2,875 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $290,748 | 2,875 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $251,390 | 2,875 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $279,366 | 2,925 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $279,571 | 2,925 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $275,008 | 2,925 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $267,404 | 2,425 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $439,101 | 4,137 | Shares | Defined | 2022-02-25 | |
| No filing history on record for this holder in this stock. | ||||||