Smith Salley Wealth Management

Position in RY — Royal Bank Of Canada

CIK 1482012 GREENSBORO, NC

Position in RY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$282,927

+$61,774 QoQ

Shares Held

1,367

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#737

of 982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $66,664,739 across 5 Banks - Diversified names. RY ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	162,429	$53,167,884
2	BAC	Bank Of America Corp /De/	162,266	$9,245,916
3	C	Citigroup Inc	24,395	$3,414,324
4	WFC	Wells Fargo & Company/Mn	6,700	$553,688
5	RY	Royal Bank Of Canada This page	1,367	$282,927

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,927	1,367	0.0%	Shares	Sole	2026-07-23
2026-03-31	$221,153	1,367	0.0%	Shares	Sole	2026-04-16
2025-12-31	$233,059	1,367	-36.1%	Shares	Sole	2026-01-27
2025-09-30	$315,117	2,139	0.0%	Shares	Sole	2025-10-20
2025-06-30	$281,385	2,139	-40.2%	Shares	Sole	2025-07-17
2025-03-31	$403,199	3,577	+0.8%	Shares	Sole	2025-04-25
2024-12-31	$427,810	3,550	-5.3%	Shares	Sole	2025-01-15
2024-09-30	$467,737	3,750	-4.0%	Shares	Sole	2024-10-24
2024-06-30	$415,413	3,905	-5.5%	Shares	Sole	2024-07-29
2024-03-31	$416,735	4,131	-2.9%	Shares	Sole	2024-05-02
2023-12-31	$430,409	4,256	-1.6%	Shares	Sole	2024-01-24
2023-09-30	$378,265	4,326	-5.7%	Shares	Sole	2023-10-27
2023-06-30	$438,008	4,586	+8.9%	Shares	Sole	2023-08-04
2023-03-31	$402,487	4,211	-0.9%	Shares	Sole	2023-05-03
2022-12-31	$399,679	4,251	-2.3%	Shares	Sole	2023-02-03
2022-09-30	$391,764	4,351	0.0%	Shares	Sole	2022-11-01
2022-06-30	$421,263	4,351	0.0%	Shares	Sole	2022-08-01
2022-03-31	$479,784	4,351	-5.7%	Shares	Sole	2022-05-10
2021-12-31	$489,942	4,616	-0.6%	Shares	Sole	2022-02-10
2021-09-30	$462,184	4,646	+21.2%	Shares	Sole	2021-11-05
2021-06-30	$388,321	3,833	0.0%	Shares	Sole	2021-08-09
2021-03-31	$353,440	3,833	0.0%	Shares	Sole	2021-04-30
2020-12-31	$314,535	3,833	-0.5%	Shares	Sole	2021-01-28
2020-09-30	$270,249	3,853	0.0%	Shares	Sole	2020-11-05
2020-06-30	$261,233	3,853	0.0%	Shares	Sole	2020-08-04
2020-03-31	$237,152	3,853	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.