Global Retirement Partners, LLC
PensionPosition in RY — Royal Bank Of Canada
CIK 1749744
San Rafael, CA
Position in RY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,328,205
+$382,403 QoQ
Shares Held
11,249
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#352
of 980 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. RY ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in RY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,205 | 11,249 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,945,802 | 11,413 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,873,173 | 12,715 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,499,143 | 11,396 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,476,368 | 12,251 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,433,896 | 11,496 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,338,260 | 12,580 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,588,658 | 15,748 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,641,643 | 16,233 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,449,143 | 16,573 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,599,123 | 16,743 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,479,004 | 15,474 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,451,104 | 15,434 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,388,867 | 15,425 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,487,058 | 15,359 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,696,283 | 15,383 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $296,151 | 2,977 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $297,142 | 2,933 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $268,423 | 2,911 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $236,907 | 2,887 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $200,740 | 2,862 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $208,010 | 3,068 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $187,296 | 3,043 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||