Position in RY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,857,762
+$427,466 QoQ
Shares Held
8,976
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#374
of 980 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. RY ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
This page
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,857,762 | 8,976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,430,296 | 8,841 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,189,262 | 12,841 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,891,736 | 12,841 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,675,947 | 12,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,435,714 | 12,737 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,530,597 | 12,701 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,102,947 | 16,860 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,036,219 | 19,141 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,541,749 | 15,283 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,545,569 | 15,283 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,358,730 | 15,539 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,726,629 | 18,078 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,751,407 | 18,324 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,778,936 | 72,101 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,509,430 | 16,764 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,655,525 | 17,099 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,656,806 | 15,025 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,762,985 | 16,610 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,284,087 | 12,908 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,471,325 | 14,523 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,325,149 | 14,371 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,226,222 | 14,943 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,047,891 | 14,940 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,035,238 | 15,269 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $942,638 | 15,315 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||