Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,699
New position
Shares Held
1,076
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#807
of 982 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $177,521,176 across 6 Banks - Diversified names. RY ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
519,610 | $170,083,940 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,375 | $3,171,309 | |
| 3 | BAC |
Bank Of America Corp /De/
|
46,844 | $2,669,170 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,313 | $768,312 | |
| 5 | C |
Citigroup Inc
|
4,328 | $605,746 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
1,076 | $222,699 |
All Filings in RY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,699 | 1,076 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||