Position in RY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$242,775
+$86,496 QoQ
Shares Held
1,173
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#780
of 980 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. RY ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in RY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,775 | 1,173 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $156,279 | 966 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $164,693 | 966 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $140,690 | 955 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $125,630 | 955 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $107,647 | 955 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $116,412 | 966 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $119,117 | 955 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $101,592 | 955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $128,823 | 1,277 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $129,143 | 1,277 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $111,660 | 1,277 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $121,966 | 1,277 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $122,055 | 1,277 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,746 | 1,029 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $92,651 | 1,029 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $169,531 | 1,751 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $236,749 | 2,147 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $328,397 | 3,094 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $210,400 | 2,115 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $264,925 | 2,615 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $205,443 | 2,228 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||