Position in RY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$224,148
+$48,941 QoQ
Shares Held
1,083
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#804
of 982 holders
Holding Since
Mar 2021
12 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, 2026Mascoma Wealth Management LLC holds $1,453,092 across 7 Banks - Diversified names. RY ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,278 | $1,072,987 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
1,083 | $224,148 | |
| 3 | C |
Citigroup Inc
|
518 | $72,499 | |
| 4 | BAC |
Bank Of America Corp /De/
|
731 | $41,652 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
417 | $34,460 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38 | $5,495 | |
| 7 | ING |
Ing Groep NV
|
59 | $1,851 |
All Filings in RY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,148 | 1,083 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $175,207 | 1,083 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $184,640 | 1,083 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $159,547 | 1,083 | Shares | Sole | 2025-10-28 | |
| 2023-03-31 | $3,823 | 40 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,760 | 40 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,601 | 40 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,872 | 40 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,410 | 40 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,245 | 40 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,979 | 40 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $3,688 | 40 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||