Modera Wealth Management, LLC

Position in RY — Royal Bank Of Canada

CIK 1542143 WESTWOOD, NJ

Position in RY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,594,496

+$315,140 QoQ

Shares Held

7,704

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#384

of 982 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. RY ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	205,295	$67,199,212
2	TD	Toronto Dominion Bank	97,141	$11,795,831
3	BAC	Bank Of America Corp /De/	77,360	$4,407,972
4	WFC	Wells Fargo & Company/Mn	19,880	$1,642,883
5	RY	Royal Bank Of Canada This page	7,704	$1,594,496
6	BNY	Bank of New York Mellon Corp	5,171	$747,778
7	C	Citigroup Inc	3,613	$505,675
8	BCS	Barclays PLC	14,577	$391,538

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,594,496	7,704	-2.6%	Shares	Sole	2026-08-03
2026-03-31	$1,279,356	7,908	-5.2%	Shares	Sole	2026-05-06
2025-12-31	$1,421,716	8,339	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$1,223,492	8,305	+0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,092,391	8,304	+1.9%	Shares	Sole	2025-08-06
2025-03-31	$918,668	8,150	-8.5%	Shares	Sole	2025-05-08
2024-12-31	$1,073,382	8,907	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$1,113,339	8,926	-2.3%	Shares	Sole	2024-10-24
2024-06-30	$972,313	9,140	-0.0%	Shares	Sole	2024-07-29
2024-03-31	$922,244	9,142	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$918,462	9,082	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$795,091	9,093	-57.8%	Shares	Sole	2023-11-30
2023-06-30	$2,058,909	21,557	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.