Waverly Advisors, LLC

Position in RY — Royal Bank Of Canada

CIK 1568787 BIRMINGHAM, AL

Position in RY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,679,433

+$388,952 QoQ

Shares Held

12,946

-8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#333

of 980 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. RY ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	462,140	$151,272,286
2	BAC	Bank Of America Corp /De/	602,391	$34,324,239
3	C	Citigroup Inc	150,991	$21,132,700
4	WFC	Wells Fargo & Company/Mn	168,266	$13,905,502
5	BNY	Bank of New York Mellon Corp	26,696	$3,860,508
6	RY	Royal Bank Of Canada This page	12,946	$2,679,433
7	ING	Ing Groep NV	49,158	$1,542,578
8	UBS	UBS Group AG	17,093	$847,129

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,679,433	12,946	-8.6%	Shares	Sole	2026-08-14
2026-03-31	$2,290,481	14,158	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,413,797	14,158	-5.1%	Shares	Sole	2026-02-17
2025-09-30	$2,198,309	14,922	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,962,462	14,918	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$1,641,315	14,561	+28.5%	Shares	Sole	2025-05-15
2024-12-31	$1,365,137	11,328	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,412,941	11,328	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$1,231,667	11,578	+35.7%	Shares	Sole	2024-08-14
2024-03-31	$860,607	8,531	-10.1%	Shares	Sole	2024-05-15
2023-12-31	$959,925	9,492	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$803,748	9,192	0.0%	Shares	Sole	2023-11-14
2023-06-30	$877,927	9,192	+119.3%	Shares	Sole	2023-08-15
2023-03-31	$400,671	4,192	0.0%	Shares	Sole	2023-05-16
2022-12-31	$394,131	4,192	0.0%	Shares	Sole	2023-02-15
2022-09-30	$377,447	4,192	-32.0%	Shares	Sole	2022-11-15
2022-06-30	$597,282	6,169	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$674,631	6,118	0.0%	Shares	Sole	2022-05-17
2021-12-31	$649,364	6,118	0.0%	Shares	Sole	2022-02-15
2021-09-30	$608,618	6,118	0.0%	Shares	Sole	2021-11-15
2021-06-30	$619,814	6,118	-2.4%	Shares	Sole	2021-08-17
2021-03-31	$577,972	6,268	+18.1%	Shares	Sole	2021-05-24
2020-12-31	$435,492	5,307	0.0%	Shares	Sole	2021-02-16
2020-09-30	$372,232	5,307	0.0%	Shares	Sole	2020-11-02
2020-06-30	$359,814	5,307	0.0%	Shares	Sole	2020-08-17
2020-03-31	$326,645	5,307	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.