Position in RY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,050,993
+$243,550 QoQ
Shares Held
5,078
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#454
of 982 holders
Holding Since
Jun 2021
20 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, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. RY ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
This page
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in RY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,993 | 5,078 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $807,443 | 4,991 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,199,226 | 7,034 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,036,248 | 7,034 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $913,877 | 6,947 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $586,820 | 5,206 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $627,375 | 5,206 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $660,195 | 5,293 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $502,432 | 4,723 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $468,486 | 4,644 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $455,792 | 4,507 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $363,837 | 4,161 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $351,763 | 3,683 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $282,343 | 2,954 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $277,735 | 2,954 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $551,583 | 5,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $672,977 | 6,103 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $647,772 | 6,103 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $674,076 | 6,776 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $618,294 | 6,103 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||