Independent Advisor Alliance

Position in RY — Royal Bank Of Canada

CIK 1696899 CHARLOTTE, NC

Position in RY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,266,527

+$459,607 QoQ

Shares Held

10,951

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#355

of 980 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. RY ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	134,957	$44,175,473
2	BAC	Bank Of America Corp /De/	261,818	$14,918,388
3	C	Citigroup Inc	70,359	$9,847,445
4	WFC	Wells Fargo & Company/Mn	82,561	$6,822,840
5	UBS	UBS Group AG	75,104	$3,722,153
6	BNY	Bank of New York Mellon Corp	18,378	$2,657,641
7	RY	Royal Bank Of Canada This page	10,951	$2,266,527
8	BMO	Bank Of Montreal /Can/	9,265	$1,637,125

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,266,527	10,951	-2.0%	Shares	Sole	2026-08-12
2026-03-31	$1,806,920	11,169	-27.0%	Shares	Sole	2026-05-12
2025-12-31	$2,606,791	15,290	+9.0%	Shares	Sole	2026-02-04
2025-09-30	$2,066,899	14,030	-8.7%	Shares	Sole	2025-11-04
2025-06-30	$2,021,265	15,365	+5.3%	Shares	Sole	2025-08-11
2025-03-31	$1,645,147	14,595	-16.0%	Shares	Sole	2025-05-12
2024-12-31	$2,094,704	17,382	+0.9%	Shares	Sole	2025-02-07
2024-09-30	$2,149,596	17,234	-26.1%	Shares	Sole	2024-11-13
2024-06-30	$2,479,398	23,307	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$2,331,437	23,111	-3.5%	Shares	Sole	2024-05-08
2023-12-31	$2,421,861	23,948	+491.6%	Shares	Sole	2024-02-08
2023-09-30	$353,957	4,048	-6.1%	Shares	Sole	2023-10-24
2023-06-30	$411,743	4,311	-3.6%	Shares	Sole	2023-07-28
2023-03-31	$427,529	4,473	+0.3%	Shares	Sole	2023-05-12
2022-09-30	$401,488	4,459	-4.0%	Shares	Sole	2022-11-04
2022-06-30	$449,535	4,643	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$509,226	4,618	-30.5%	Shares	Sole	2022-05-06
2021-12-31	$705,300	6,645	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$646,122	6,495	+3.4%	Shares	Sole	2021-11-01
2021-06-30	$636,328	6,281	+4.8%	Shares	Sole	2021-08-12
2021-03-31	$552,430	5,991	-15.0%	Shares	Sole	2021-05-14
2020-12-31	$578,276	7,047	+28.4%	Shares	Sole	2021-02-11
2020-09-30	$384,858	5,487	-52.6%	Shares	Sole	2020-11-04
2020-06-30	$785,463	11,585	-1.3%	Shares	Sole	2020-08-06
2020-03-31	$722,289	11,735	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.