Position in RY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,490,597
+$319,796 QoQ
Shares Held
7,202
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#398
of 982 holders
Holding Since
Mar 2020
22 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, 2026EPG Wealth Management LLC holds $11,643,707 across 4 Banks - Diversified names. RY ranks #3 (12.8% of the industry book) .
All Filings in RY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,597 | 7,202 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,170,801 | 7,237 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,194,282 | 7,005 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $978,499 | 6,642 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $869,413 | 6,609 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $740,119 | 6,566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $754,513 | 6,261 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $787,046 | 6,310 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $734,488 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $693,146 | 6,871 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $693,751 | 6,860 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $571,857 | 6,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $680,317 | 7,123 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $682,727 | 7,143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $365,267 | 3,885 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $332,427 | 3,692 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $315,052 | 3,254 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $353,746 | 3,208 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $306,850 | 2,891 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $273,072 | 2,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $261,278 | 2,579 | Shares | Sole | 2021-08-09 | |
| 2020-03-31 | $61,673 | 1,002 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||