Sara-Bay Financial

Position in RY — Royal Bank Of Canada

CIK 1816444 SARASOTA, FL

Position in RY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,112,256

+$242,851 QoQ

Shares Held

5,374

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#444

of 982 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sara-Bay Financial holds $21,239,506 across 4 Banks - Diversified names. RY ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,206	$19,379,899
2	RY	Royal Bank Of Canada This page	5,374	$1,112,256
3	BNS	Bank Of Nova Scotia	4,410	$382,964
4	BAC	Bank Of America Corp /De/	6,395	$364,387

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,112,256	5,374	0.0%	Shares	Sole	2026-07-17
2026-03-31	$869,405	5,374	-0.3%	Shares	Sole	2026-04-17
2025-12-31	$919,111	5,391	-0.8%	Shares	Sole	2026-01-20
2025-09-30	$800,242	5,432	0.0%	Shares	Sole	2025-10-10
2025-06-30	$714,579	5,432	-0.9%	Shares	Sole	2025-07-15
2025-03-31	$617,705	5,480	-0.1%	Shares	Sole	2025-04-11
2024-12-31	$660,876	5,484	-0.8%	Shares	Sole	2025-01-15
2024-06-30	$588,387	5,531	+0.9%	Shares	Sole	2024-07-19
2024-03-31	$553,225	5,484	-2.4%	Shares	Sole	2024-04-16
2023-12-31	$568,451	5,621	-1.0%	Shares	Sole	2024-01-12
2023-09-30	$496,222	5,675	0.0%	Shares	Sole	2023-10-13
2023-06-30	$542,019	5,675	-2.8%	Shares	Sole	2023-07-14
2023-03-31	$558,091	5,839	-2.5%	Shares	Sole	2023-04-14
2022-12-31	$563,179	5,990	-0.3%	Shares	Sole	2023-01-11
2022-09-30	$540,780	6,006	0.0%	Shares	Sole	2022-10-18
2022-06-30	$581,500	6,006	-0.5%	Shares	Sole	2022-08-26
2022-03-31	$665,920	6,039	0.0%	Shares	Sole	2022-04-12
2021-12-31	$640,979	6,039	-0.1%	Shares	Sole	2022-01-14
2021-09-30	$601,157	6,043	0.0%	Shares	Sole	2021-10-08
2021-06-30	$612,216	6,043	+2.1%	Shares	Sole	2021-07-16
2021-03-31	$545,514	5,916	+5.6%	Shares	Sole	2021-04-14
2020-12-31	$459,782	5,603	+1.4%	Shares	Sole	2021-01-15
2020-09-30	$387,733	5,528	-1.7%	Shares	Sole	2020-10-07
2020-06-30	$381,442	5,626	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.