Western Pacific Wealth Management, LP

Position in RY — Royal Bank Of Canada

CIK 1907320 Lake Forest, IL

Position in RY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$17,178

+$11,840 QoQ

Shares Held

+151.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#928

of 982 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. RY ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	6,050	$499,972
2	C	Citigroup Inc	2,844	$398,046
3	JPM	Jpmorgan Chase & Co	922	$301,798
4	BAC	Bank Of America Corp /De/	1,003	$57,150
5	BMO	Bank Of Montreal /Can/	102	$18,023
6	RY	Royal Bank Of Canada This page	83	$17,178

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,178	83	+151.5%	Shares	Sole	2026-08-07
2026-03-31	$5,338	33	0.0%	Shares	Sole	2026-04-17
2025-12-31	$5,626	33	0.0%	Shares	Sole	2026-02-04
2025-09-30	$4,861	33	0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,341	33	0.0%	Shares	Sole	2025-07-10
2025-03-31	$3,719	33	0.0%	Shares	Sole	2025-04-17
2024-12-31	$3,976	33	0.0%	Shares	Sole	2025-01-24
2024-09-30	$4,116	33	0.0%	Shares	Sole	2024-10-31
2024-06-30	$3,510	33	-91.8%	Shares	Sole	2024-08-14
2024-03-31	$40,654	403	0.0%	Shares	Sole	2024-05-15
2023-12-31	$40,755	403	-31.2%	Shares	Sole	2024-02-09
2023-09-30	$51,239	586	-5.2%	Shares	Sole	2023-10-26
2023-06-30	$59,025	618	0.0%	Shares	Sole	2023-08-08
2023-03-31	$59,068	618	+1772.7%	Shares	Sole	2023-05-11
2022-12-31	$3,102	33	0.0%	Shares	Sole	2023-02-03
2022-09-30	$2,971	33	0.0%	Shares	Sole	2022-10-27
2022-06-30	$3,195	33	0.0%	Shares	Sole	2022-08-01
2022-03-31	$3,638	33	0.0%	Shares	Sole	2022-04-21
2021-12-31	$3,502	33	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.