Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$923,293
-$3,706 QoQ
Shares Held
4,461
-22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#480
of 982 holders
Holding Since
Jun 2022
12 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. RY ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,569 | $9,351,490 | |
| 2 | BAC |
Bank Of America Corp /De/
|
38,743 | $2,207,576 | |
| 3 | RY |
Royal Bank Of Canada
This page
|
4,461 | $923,293 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,943 | $714,807 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,643 | $714,257 | |
| 6 | C |
Citigroup Inc
|
3,693 | $516,872 |
All Filings in RY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,293 | 4,461 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $926,999 | 5,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $992,763 | 5,823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $318,211 | 2,160 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $542,431 | 5,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $543,776 | 5,377 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $470,164 | 5,377 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $513,557 | 5,377 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $513,933 | 5,377 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $505,545 | 5,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $484,145 | 5,377 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $520,601 | 5,377 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||