Position in RY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,937,890
+$1,021,197 QoQ
Shares Held
23,858
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#271
of 980 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. RY ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
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|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
|
24,639 | $2,991,913 |
All Filings in RY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,937,890 | 23,858 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,916,693 | 24,210 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,873,703 | 22,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,339,891 | 22,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,841,611 | 21,601 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,285,398 | 20,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,302,464 | 19,106 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,604,611 | 20,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,095,047 | 19,694 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,936,290 | 19,194 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,945,943 | 19,242 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,686,367 | 19,286 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,925,863 | 20,164 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,404,739 | 14,697 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,461,352 | 15,543 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,498,895 | 16,647 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,624,542 | 16,779 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,621,740 | 14,707 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,713,736 | 16,146 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,644,105 | 16,527 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,646,490 | 16,252 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,524,600 | 16,534 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,522,623 | 18,555 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,124,835 | 16,037 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||