Position in RY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,590,357
+$359,050 QoQ
Shares Held
7,684
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#385
of 982 holders
Holding Since
Sep 2021
20 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, 2026Obermeyer Wealth Partners holds $14,542,683 across 6 Banks - Diversified names. RY ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,759 | $11,050,333 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
7,684 | $1,590,357 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,340 | $937,137 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,231 | $412,022 | |
| 5 | C |
Citigroup Inc
|
2,503 | $350,319 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,761 | $202,515 |
All Filings in RY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,357 | 7,684 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,231,307 | 7,611 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,297,599 | 7,611 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,121,252 | 7,611 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,001,227 | 7,611 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $857,911 | 7,611 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $917,201 | 7,611 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $949,320 | 7,611 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $809,658 | 7,611 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $767,797 | 7,611 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $769,700 | 7,611 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $665,505 | 7,611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $726,926 | 7,611 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $727,459 | 7,611 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $715,586 | 7,611 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $685,294 | 7,611 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $736,897 | 7,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $840,919 | 7,626 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $777,581 | 7,326 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $728,790 | 7,326 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||