Keel Point, LLC

Position in RY — Royal Bank Of Canada

CIK 1386935 HUNTSVILLE, AL

Position in RY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$303,624

+$91,693 QoQ

Shares Held

1,467

+12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#711

of 980 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. RY ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,143	$6,266,078
2	BAC	Bank Of America Corp /De/	42,208	$2,405,011
3	C	Citigroup Inc	7,737	$1,082,870
4	WFC	Wells Fargo & Company/Mn	11,550	$954,492
5	BNY	Bank of New York Mellon Corp	5,553	$803,019
6	HSBC	Hsbc Holdings PLC	3,968	$377,317
7	UBS	UBS Group AG	6,613	$327,740
8	RY	Royal Bank Of Canada This page	1,467	$303,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,624	1,467	+12.0%	Shares	Sole	2026-08-14
2026-03-31	$211,931	1,310	-10.2%	Shares	Sole	2026-06-01
2025-12-31	$248,574	1,458	+3.6%	Shares	Sole	2026-02-12
2025-09-30	$207,426	1,408	-95.2%	Shares	Sole	2025-12-16
2021-09-30	$2,921,230	29,365	+0.2%	Shares	Sole	2021-11-04
2021-06-30	$2,967,876	29,295	+0.1%	Shares	Sole	2021-08-06
2021-03-31	$2,698,525	29,265	+2.0%	Shares	Sole	2021-05-17
2020-12-31	$2,354,629	28,694	-1.6%	Shares	Sole	2021-02-10
2020-09-30	$2,046,264	29,174	-4.3%	Shares	Sole	2020-11-18
2020-06-30	$2,066,544	30,480	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$1,874,135	30,449	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.