Position in RY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,084,345
+$891,779 QoQ
Shares Held
19,734
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#294
of 980 holders
Holding Since
Dec 2020
23 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, 2026Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. RY ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,403 | $12,243,123 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
19,734 | $4,084,345 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,743 | $1,193,442 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,673 | $472,319 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,279 | $270,976 | |
| 6 | C |
Citigroup Inc
|
1,830 | $256,126 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,228 | $183,931 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,258 | $119,623 |
All Filings in RY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,084,345 | 19,734 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,192,566 | 19,734 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,364,108 | 19,732 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,906,918 | 19,732 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,595,744 | 19,732 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,224,191 | 19,732 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,377,903 | 19,732 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,461,172 | 19,732 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,099,090 | 19,732 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,990,564 | 19,732 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,995,497 | 19,732 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,725,366 | 19,732 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,884,603 | 19,732 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,885,984 | 19,732 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,855,202 | 19,732 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,776,669 | 19,732 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,910,452 | 19,732 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,175,847 | 19,732 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,094,354 | 19,732 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,962,939 | 19,732 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,999,048 | 19,732 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,819,487 | 19,732 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||