Position in RY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,474,131
+$17,602,298 QoQ
Shares Held
316,346
+6.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#114
of 982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. RY ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
This page
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,474,131 | 316,346 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,871,833 | 295,907 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $48,636,875 | 285,277 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,331,492 | 266,980 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $32,544,548 | 247,393 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $25,244,770 | 223,960 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,773,344 | 222,167 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,369,293 | 211,411 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $21,139,613 | 198,718 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,477,583 | 183,164 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,201,579 | 179,982 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,815,956 | 158,005 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $13,598,903 | 142,382 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $13,659,051 | 142,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,706,991 | 135,152 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,079,946 | 134,162 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,296,140 | 127,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,728,945 | 124,503 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,672,797 | 119,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,818,820 | 118,806 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,035,596 | 108,929 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,950,490 | 118,756 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,037,250 | 122,316 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,942,232 | 113,234 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,785,288 | 100,078 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,455,856 | 104,888 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||