Position in RY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$265,480
-$11,054 QoQ
Shares Held
1,641
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. RY ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,376 | $226,990 |
All Filings in RY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,480 | 1,641 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $276,534 | 1,622 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $224,663 | 1,525 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||