CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in RY — Royal Bank Of Canada
CIK 1766904
RICHMOND, VA
Position in RY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$227,045
+$55,236 QoQ
Shares Held
1,097
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#798
of 980 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,507,457 across 12 Banks - Diversified names. RY ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,416 | $3,736,789 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,799 | $1,299,082 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,811 | $645,493 | |
| 4 | C |
Citigroup Inc
|
3,701 | $517,986 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,664 | $231,995 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
1,097 | $227,045 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,469 | $212,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,958 | $186,185 |
All Filings in RY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,045 | 1,097 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $171,809 | 1,062 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $170,660 | 1,001 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $139,806 | 949 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $77,614 | 590 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $51,174 | 454 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,410 | 20 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,735,702 | 21,933 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,239,617 | 21,053 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,270,505 | 22,507 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,314,055 | 22,882 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,966,437 | 22,489 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,121,659 | 22,214 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,122,545 | 22,207 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,074,927 | 22,069 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,986,462 | 22,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,901,544 | 19,640 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $234,764 | 2,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,441 | 2,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $210,698 | 2,118 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $214,068 | 2,113 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $194,378 | 2,108 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $230,014 | 2,803 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $97,143 | 1,385 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $213,393 | 3,467 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||