Position in RY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,061,323
+$1,476,478 QoQ
Shares Held
29,286
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#255
of 982 holders
Holding Since
Mar 2020
26 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, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. RY ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,061,323 | 29,286 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,584,845 | 28,340 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,787,700 | 28,082 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,109,049 | 27,892 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,730,626 | 28,359 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,195,837 | 28,352 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,706,405 | 30,756 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,830,208 | 30,708 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,274,270 | 30,779 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,091,669 | 30,647 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,268,015 | 32,315 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,825,623 | 32,315 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,086,405 | 32,315 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,088,667 | 32,315 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,038,256 | 32,315 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,909,642 | 32,315 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,128,738 | 32,315 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,563,375 | 32,315 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,458,253 | 32,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,350,884 | 33,684 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,426,912 | 33,826 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,979,766 | 32,315 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,000,277 | 36,562 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,417,515 | 34,467 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,336,862 | 34,467 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,319,327 | 37,682 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||