Plante Moran Financial Advisors, LLC
Position in RY — Royal Bank Of Canada
CIK 1424717
SOUTHFIELD, MI
Position in RY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,283
+$4,429 QoQ
Shares Held
98
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#920
of 980 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. RY ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
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|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in RY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,283 | 98 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,854 | 98 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,855 | 93 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,700 | 93 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,966 | 243 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,390 | 243 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $35,309 | 293 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $59,122 | 474 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $50,424 | 474 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,817 | 474 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $47,935 | 474 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $54,562 | 624 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $59,598 | 624 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $59,641 | 624 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $58,668 | 624 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $78,785 | 875 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $84,717 | 875 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $101,668 | 922 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $97,861 | 922 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $97,390 | 979 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $99,182 | 979 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $90,273 | 979 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,192 | 307 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,042 | 300 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||