Position in RY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,270,855
+$470,111 QoQ
Shares Held
35,130
-16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#235
of 982 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. RY ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
208,806 | $68,348,467 | |
| 2 | BAC |
Bank Of America Corp /De/
|
285,711 | $16,279,812 | |
| 3 | C |
Citigroup Inc
|
111,130 | $15,553,754 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
84,181 | $12,173,414 | |
| 5 | RY |
Royal Bank Of Canada
This page
|
35,130 | $7,270,855 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
63,029 | $5,208,715 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,745 | $2,353,001 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,957 | $517,305 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,270,855 | 35,130 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,800,744 | 42,037 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,473,222 | 20,372 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,623,031 | 17,805 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,277,129 | 17,310 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,840,942 | 16,332 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $997,340 | 8,276 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,023,160 | 8,203 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $853,912 | 8,027 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $724,419 | 7,181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $722,169 | 7,141 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $632,366 | 7,232 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $687,576 | 7,199 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $683,205 | 7,148 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $668,106 | 7,106 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $638,113 | 7,087 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $693,715 | 7,165 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $772,441 | 7,005 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $738,097 | 6,954 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $686,809 | 6,904 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $777,452 | 7,674 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $697,107 | 7,560 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $577,127 | 7,033 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $477,442 | 6,807 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $460,768 | 6,796 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $416,447 | 6,766 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||