Position in RY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$113,419
+$13,925 QoQ
Shares Held
548
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#853
of 980 holders
Holding Since
Sep 2020
16 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $871,327 across 10 Banks - Diversified names. RY ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,687 | $552,205 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
548 | $113,419 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
526 | $76,064 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
547 | $45,204 | |
| 5 | BAC |
Bank Of America Corp /De/
|
664 | $37,834 | |
| 6 | C |
Citigroup Inc
|
139 | $19,454 | |
| 7 | UBS |
UBS Group AG
|
211 | $10,457 | |
| 8 | BCS |
Barclays PLC
|
253 | $6,795 |
All Filings in RY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,419 | 548 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $99,494 | 615 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $104,851 | 615 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $90,601 | 615 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,903 | 615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,322 | 615 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $74,113 | 615 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $87,311 | 700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,466 | 700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $70,616 | 700 | Shares | Sole | 2024-04-26 | |
| 2021-12-31 | $74,298 | 700 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $90,228 | 907 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $76,691 | 757 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $69,802 | 757 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $62,119 | 757 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $53,095 | 757 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||