Elwood & Goetz Wealth Advisory Group, LLC
Position in RY — Royal Bank Of Canada
CIK 1752758
ATHENS, GA
Position in RY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$342,328
+$92,540 QoQ
Shares Held
1,654
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#681
of 982 holders
Holding Since
Sep 2025
4 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $2,294,304 across 4 Banks - Diversified names. RY ranks #2 (14.9% of the industry book) .
All Filings in RY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,328 | 1,654 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $249,788 | 1,544 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $265,111 | 1,555 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $214,645 | 1,457 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||