Position in RY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,318,636
+$1,167,971 QoQ
Shares Held
20,866
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#56
of 322 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. RY ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in RY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,318,636 | 20,866 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,150,665 | 19,475 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,694,859 | 21,672 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,102,853 | 21,062 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,476,165 | 18,823 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,781,877 | 15,808 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,830,546 | 15,190 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,783,763 | 14,301 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,480,384 | 13,916 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,247,381 | 12,365 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $714,180 | 7,062 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $752,333 | 8,604 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $835,616 | 8,749 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $926,074 | 9,689 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $711,825 | 7,571 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $428,950 | 4,764 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $503,367 | 5,199 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $544,954 | 4,942 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $356,630 | 3,360 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||