Position in RY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$388,689
+$144,240 QoQ
Shares Held
1,878
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#650
of 982 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. RY ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,965 | $15,700,383 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,541 | $3,278,686 | |
| 3 | C |
Citigroup Inc
|
16,604 | $2,323,895 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,396 | $1,850,805 | |
| 5 | RY |
Royal Bank Of Canada
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|
1,878 | $388,689 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,820 | $263,190 | |
| 7 | ING |
Ing Groep NV
|
8,241 | $258,602 |
All Filings in RY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,689 | 1,878 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $244,449 | 1,511 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $463,562 | 2,719 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $212,288 | 1,441 | Shares | Other | 2025-11-03 | |
| 2023-03-31 | $256,154 | 2,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $204,681 | 2,177 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $155,679 | 1,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $176,115 | 1,819 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $202,896 | 1,840 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $339,754 | 3,201 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $289,486 | 2,910 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $131,095 | 1,294 | Shares | Sole | 2021-08-09 | |
| 2020-03-31 | $166,185 | 2,700 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||