Position in RY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$237,187
+$110,676 QoQ
Shares Held
1,146
+46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#786
of 982 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. RY ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,187 | 1,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $126,511 | 782 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $159,578 | 936 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $93,695 | 636 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $93,532 | 711 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $97,164 | 862 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,665 | 2,246 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $259,064 | 2,077 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $209,994 | 1,974 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $198,330 | 1,966 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $161,100 | 1,593 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $227,431 | 2,601 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $378,601 | 3,964 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $248,603 | 2,601 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $103 | 1,522 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $148,385 | 1,648 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $160,237 | 1,655 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $145,997 | 1,324 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $140,529 | 1,324 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $135,989 | 1,367 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $136,971 | 1,352 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $124,667 | 1,352 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $110,945 | 1,352 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $94,127 | 1,342 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $90,987 | 1,342 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $82,600 | 1,342 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||