Position in RY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,938,527
-$330,064 QoQ
Shares Held
104,701
+3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82.19214716191823.ToString("F0")%
Shared 0.ToString("F0")%
None 17.807852838081775.ToString("F0")%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $926,293,230 across 19 Banks - Diversified names. RY ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,190,152 | $350,095,112 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,048,200 | $148,599,750 | |
| 3 | C |
Citigroup Inc
|
895,539 | $101,563,077 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
831,645 | $98,658,046 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,088,041 | $86,618,944 | |
| 6 | UBS |
UBS Group AG
|
2,096,407 | $81,906,621 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
104,701 | $16,938,527 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
187,427 | $15,460,853 |
All Filings in RY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,938,527 | 104,701 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,268,591 | 101,288 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,228,803 | 137,312 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $16,620,290 | 126,342 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,190,113 | 90,402 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,411,927 | 102,995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,730,317 | 102,063 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,860,866 | 102,095 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,313,971 | 102,240 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,086,561 | 831,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,573,848 | 372,528 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $31,794,037 | 332,887 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $32,042,239 | 335,240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,548,505 | 335,551 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $30,363,829 | 337,226 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,652,975 | 48,058 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $7,150,237 | 64,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,587,103 | 52,639 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,642,460 | 36,615 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,506,440 | 34,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,787,341 | 41,073 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,764,010 | 45,869 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,738,125 | 39,038 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,128,409 | 60,891 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,125,321 | 34,530 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||