Position in RY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,279,902
+$265,704 QoQ
Shares Held
6,184
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#425
of 980 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. RY ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,663 | $13,310,219 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
6,184 | $1,279,902 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,259 | $1,211,337 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,313 | $885,573 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,247 | $846,812 | |
| 6 | C |
Citigroup Inc
|
5,747 | $804,350 | |
| 7 | TD |
Toronto Dominion Bank
|
5,140 | $624,150 | |
| 8 | BNS |
Bank Of Nova Scotia
|
6,400 | $555,776 |
All Filings in RY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,902 | 6,184 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,014,198 | 6,269 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,054,139 | 6,183 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $915,299 | 6,213 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $830,475 | 6,313 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $721,746 | 6,403 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $771,746 | 6,404 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $815,858 | 6,541 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $732,319 | 6,884 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $698,493 | 6,924 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $512,122 | 5,064 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $501,555 | 5,736 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $616,994 | 6,460 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $636,753 | 6,662 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $634,729 | 6,751 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $781,637 | 8,681 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $886,968 | 9,161 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,010,183 | 9,161 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $789,787 | 7,441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $771,666 | 7,757 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $785,861 | 7,757 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $716,656 | 7,772 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $636,457 | 7,756 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||