Position in RY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,872,596
+$1,628,088 QoQ
Shares Held
42,869
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#216
of 980 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. RY ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
This page
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,872,596 | 42,869 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,244,508 | 44,780 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,435,656 | 37,748 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,659,445 | 38,416 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,910,498 | 37,328 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,370,267 | 38,771 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,793,164 | 39,774 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,213,589 | 41,799 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,682,847 | 44,020 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,555,740 | 45,160 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,902,681 | 48,479 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,378,624 | 84,385 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,233,917 | 86,210 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,528,890 | 89,233 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $8,186,885 | 87,076 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $8,206,695 | 91,145 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,644,046 | 99,608 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,135,836 | 100,987 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,400,340 | 97,987 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,259,173 | 103,128 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,227,345 | 100,951 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,323,353 | 101,110 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,757,148 | 82,344 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,850,307 | 83,409 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,141,595 | 90,584 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,197,589 | 84,445 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||