Position in RY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,026,157
+$224,052 QoQ
Shares Held
4,958
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#461
of 982 holders
Holding Since
Dec 2020
21 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, 2026Colonial Trust Advisors holds $40,011,292 across 10 Banks - Diversified names. RY ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,940 | $36,313,990 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,095 | $2,227,633 | |
| 3 | RY |
Royal Bank Of Canada
This page
|
4,958 | $1,026,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,520 | $290,892 | |
| 5 | TD |
Toronto Dominion Bank
|
515 | $62,536 | |
| 6 | C |
Citigroup Inc
|
221 | $30,931 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
112 | $16,196 |
All Filings in RY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,157 | 4,958 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $802,105 | 4,958 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $799,768 | 4,691 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $736,600 | 5,000 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $2,103,140 | 17,452 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,176,787 | 17,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,856,543 | 17,452 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,775,689 | 17,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,780,090 | 17,602 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,539,118 | 17,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,681,167 | 17,602 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,682,399 | 17,602 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,737,771 | 18,483 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,584,884 | 17,602 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,704,225 | 17,602 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,940,972 | 17,602 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,868,276 | 17,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,762,785 | 17,720 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,795,213 | 17,720 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,636,819 | 17,751 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,445,897 | 17,620 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||