Position in RY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,759,324
+$631,432 QoQ
Shares Held
13,332
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 980 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. RY ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in RY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,759,324 | 13,332 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,127,892 | 13,153 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $220,980 | 1,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,414,294 | 10,751 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,211,852 | 10,751 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,295,603 | 10,751 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,265,741 | 12,547 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,261,192 | 12,471 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,498,278 | 74,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,185,088 | 12,408 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,397,857 | 14,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,165,942 | 12,401 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,070,665 | 11,891 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $673,092 | 6,952 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,311,220 | 11,891 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||