Position in RY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$963,238
+$210,314 QoQ
Shares Held
4,654
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#475
of 982 holders
Holding Since
Dec 2022
15 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, 2026BlackDiamond Wealth Management, LLC holds $5,537,216 across 6 Banks - Diversified names. RY ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,225 | $2,692,289 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
4,654 | $963,238 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,970 | $576,000 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,895 | $506,837 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,821 | $407,944 | |
| 6 | C |
Citigroup Inc
|
2,793 | $390,908 |
All Filings in RY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,238 | 4,654 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $752,924 | 4,654 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $793,460 | 4,654 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $685,627 | 4,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $612,233 | 4,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $524,598 | 4,654 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $560,853 | 4,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $580,493 | 4,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $495,092 | 4,654 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $469,495 | 4,654 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $470,659 | 4,654 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $406,945 | 4,654 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $444,503 | 4,654 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $439,668 | 4,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $432,492 | 4,600 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||