Position in RY
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,123,049
-$143,310 QoQ
Shares Held
37,848
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.8137814415556964.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18621855844431.ToString("F0")%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $133,059,343 across 19 Banks - Diversified names. RY ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,008 | $28,535,873 | |
| 2 | C |
Citigroup Inc
|
130,561 | $14,806,923 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
174,773 | $14,417,024 | |
| 4 | BAC |
Bank Of America Corp /De/
|
222,989 | $10,870,713 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
455,207 | $9,859,783 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
85,832 | $6,833,085 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
37,848 | $6,123,049 | |
| 8 | UBS |
UBS Group AG
|
155,238 | $6,065,148 |
All Filings in RY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,123,049 | 37,848 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,266,359 | 36,755 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,155,463 | 34,995 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,519,137 | 34,353 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,767,440 | 33,423 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,811,361 | 39,925 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,556,262 | 36,529 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,530,007 | 33,183 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,039,413 | 30,129 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,865,342 | 18,445 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,517,433 | 17,354 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,236,462 | 23,416 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,184,534 | 33,318 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,134,156 | 33,335 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,203,638 | 24,474 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,333,114 | 13,769 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,411,125 | 12,797 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,277,607 | 12,037 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $948,641 | 9,536 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $856,778 | 8,457 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $593,924 | 6,441 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $409,233 | 4,987 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $303,004 | 4,320 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $201,162 | 2,967 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||