WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in RY — Royal Bank Of Canada
CIK 1632972
PLYMOUTH, MN
Position in RY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,681,454
+$910,524 QoQ
Shares Held
22,619
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 129 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4.164640346611256.ToString("F0")%
Shared 0.ToString("F0")%
None 95.83535965338874.ToString("F0")%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. RY ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in RY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,681,454 | 22,619 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,770,930 | 23,309 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,846,707 | 40,159 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,620,847 | 38,154 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,599,514 | 34,964 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,766,538 | 33,415 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,999,606 | 33,189 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,847,795 | 30,849 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,104,806 | 29,186 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,006,829 | 29,806 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,293,197 | 32,564 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,971,211 | 33,980 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||