Position in RY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,884,833
-$699,168 QoQ
Shares Held
48,738
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.5108949895358857.ToString("F0")%
Shared 0.ToString("F0")%
None 99.48910501046412.ToString("F0")%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. RY ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
550,203 | $161,847,714 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,411,541 | $68,812,623 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
320,619 | $38,035,031 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
474,640 | $37,786,090 | |
| 5 | C |
Citigroup Inc
|
208,313 | $23,624,777 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
173,240 | $14,290,567 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
48,738 | $7,884,833 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
33,464 | $1,756,190 |
All Filings in RY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,884,833 | 48,738 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,584,001 | 50,349 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,035,970 | 20,608 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,402,191 | 10,659 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $292,733 | 2,597 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $442,271 | 3,670 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $465,242 | 3,730 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $391,159 | 3,677 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $251,191 | 2,490 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $241,093 | 2,384 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $193,154 | 2,209 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $206,397 | 2,161 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $250,228 | 2,618 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $182,210 | 1,938 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $188,273 | 2,091 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $209,131 | 2,160 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $242,152 | 2,196 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $139,467 | 1,314 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $64,129 | 633 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $58,368 | 633 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $51,943 | 633 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $44,398 | 633 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $42,917 | 633 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $38,961 | 633 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||