CFM WEALTH PARTNERS LLC

Position in RY — Royal Bank Of Canada

CIK 1801097 AUSTIN, TX

Position in RY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,429,364

+$967,111 QoQ

Shares Held

21,401

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#282

of 982 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $17,083,138 across 4 Banks - Diversified names. RY ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,410	$11,590,755
2	RY	Royal Bank Of Canada This page	21,401	$4,429,364
3	C	Citigroup Inc	4,313	$603,647
4	BAC	Bank Of America Corp /De/	8,062	$459,372

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,429,364	21,401	0.0%	Shares	Sole	2026-08-07
2026-03-31	$3,462,253	21,401	0.0%	Shares	Sole	2026-04-21
2025-12-31	$3,648,656	21,401	0.0%	Shares	Sole	2026-01-27
2025-09-30	$3,152,795	21,401	0.0%	Shares	Sole	2025-11-03
2025-06-30	$2,815,301	21,401	0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,412,320	21,401	0.0%	Shares	Sole	2025-04-25
2024-12-31	$2,579,034	21,401	0.0%	Shares	Sole	2025-01-24
2024-09-30	$2,669,346	21,401	-1.6%	Shares	Sole	2024-10-23
2024-06-30	$2,313,339	21,746	0.0%	Shares	Sole	2024-07-18
2024-03-31	$2,193,736	21,746	0.0%	Shares	Sole	2024-04-15
2023-12-31	$2,199,172	21,746	0.0%	Shares	Sole	2024-01-12
2023-06-30	$2,076,960	21,746	0.0%	Shares	Sole	2023-07-14
2023-03-31	$2,078,482	21,746	0.0%	Shares	Sole	2023-04-12
2022-09-30	$1,958,009	21,746	0.0%	Shares	Sole	2022-10-17
2022-06-30	$2,105,447	21,746	0.0%	Shares	Sole	2022-07-12
2022-03-31	$2,397,931	21,746	0.0%	Shares	Sole	2022-04-14
2021-12-31	$2,308,120	21,746	0.0%	Shares	Sole	2022-01-21
2021-09-30	$2,163,292	21,746	0.0%	Shares	Sole	2021-10-25
2021-06-30	$2,203,087	21,746	0.0%	Shares	Sole	2021-07-21
2021-03-31	$2,005,198	21,746	0.0%	Shares	Sole	2021-05-17
2020-12-31	$1,784,476	21,746	0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,525,264	21,746	+1.8%	Shares	Sole	2020-11-10
2020-06-30	$1,447,733	21,353	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,314,277	21,353	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.