Position in RY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,842
+$7,551 QoQ
Shares Held
207
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#895
of 982 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. RY ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
This page
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
78 | $11,279 |
All Filings in RY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,842 | 207 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $35,291 | 207 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $30,495 | 207 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,230 | 207 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $46,440 | 412 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $49,650 | 412 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $51,388 | 412 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $43,828 | 412 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $41,562 | 412 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,665 | 412 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $36,025 | 412 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $39,350 | 412 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $39,378 | 412 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $91,669 | 975 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $97,497 | 1,007 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $111,041 | 1,007 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $107,307 | 1,011 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $46,457 | 467 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $98,574 | 973 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $89,720 | 973 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,513 | 55 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||