Waterloo Capital, L.P.

Position in RY — Royal Bank Of Canada

CIK 1730942 Austin, TX

Position in RY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$595,659

+$132,807 QoQ

Shares Held

2,878

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#556

of 982 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $18,981,181 across 7 Banks - Diversified names. RY ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,900	$6,513,867
2	WFC	Wells Fargo & Company/Mn	62,918	$5,199,543
3	BAC	Bank Of America Corp /De/	63,811	$3,635,950
4	C	Citigroup Inc	12,757	$1,785,469
5	TD	Toronto Dominion Bank	7,045	$855,474
6	RY	Royal Bank Of Canada This page	2,878	$595,659
7	BNY	Bank of New York Mellon Corp	2,733	$395,219

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,659	2,878	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$462,852	2,861	-0.5%	Shares	Sole	2026-05-12
2025-12-31	$490,329	2,876	+0.5%	Shares	Sole	2026-02-10
2025-09-30	$421,482	2,861	0.0%	Shares	Sole	2025-11-05
2025-06-30	$376,364	2,861	0.0%	Shares	Sole	2025-08-12
2025-03-31	$322,491	2,861	0.0%	Shares	Sole	2025-05-12
2024-12-31	$344,779	2,861	0.0%	Shares	Sole	2025-02-13
2024-09-30	$356,852	2,861	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$305,204	2,869	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$288,617	2,861	-23.2%	Shares	Sole	2024-05-14
2023-12-31	$376,810	3,726	+30.2%	Shares	Sole	2024-02-13
2023-09-30	$250,165	2,861	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.