Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,883
-$25,682 QoQ
Shares Held
1,705
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#675
of 980 holders
Holding Since
Sep 2024
7 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, 2026EARNED WEALTH ADVISORS, LLC holds $11,814,937 across 9 Banks - Diversified names. RY ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,519 | $7,698,474 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,067 | $1,542,277 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,006 | $578,975 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,619 | $534,310 | |
| 5 | C |
Citigroup Inc
|
2,614 | $365,855 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
1,705 | $352,883 | |
| 7 | SAN |
Banco Santander, S.A.
|
19,535 | $269,583 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
10,477 | $262,553 |
All Filings in RY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,883 | 1,705 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $378,565 | 2,340 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $399,458 | 2,343 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $356,956 | 2,423 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $236,000 | 1,794 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $200,303 | 1,777 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $24,946 | 200 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||