Position in RY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,451,352
+$610,943 QoQ
Shares Held
11,844
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#342
of 980 holders
Holding Since
Sep 2022
16 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. RY ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
This page
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in RY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,451,352 | 11,844 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,840,409 | 11,376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,888,347 | 11,076 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,598,569 | 10,851 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,390,483 | 10,570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,087,184 | 9,645 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,126,165 | 9,345 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,051,473 | 8,430 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $843,699 | 7,931 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $768,705 | 7,620 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,810,631 | 17,904 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,463,570 | 16,738 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,608,770 | 16,844 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,418,120 | 14,837 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,394,504 | 14,832 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,329,530 | 14,766 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||