Carson Advisory Inc.

Position in RY — Royal Bank Of Canada

CIK 1909304 ATHENS, GA

Position in RY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$260,989

+$55,044 QoQ

Shares Held

1,261

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#755

of 982 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $9,111,055 across 5 Banks - Diversified names. RY ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	54,427	$3,101,250
2	JPM	Jpmorgan Chase & Co	8,963	$2,933,858
3	C	Citigroup Inc	12,566	$1,758,737
4	WFC	Wells Fargo & Company/Mn	12,781	$1,056,221
5	RY	Royal Bank Of Canada This page	1,261	$260,989

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,989	1,261	-0.9%	Shares	Sole	2026-08-11
2026-03-31	$205,945	1,273	-3.8%	Shares	Sole	2026-05-07
2025-12-31	$225,558	1,323	-22.0%	Shares	Sole	2026-02-12
2025-09-30	$249,854	1,696	0.0%	Shares	Sole	2025-11-06
2025-06-30	$223,108	1,696	-5.6%	Shares	Sole	2025-08-05
2025-03-31	$202,445	1,796	0.0%	Shares	Sole	2025-05-02
2024-12-31	$216,435	1,796	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$223,391	1,791	-5.0%	Shares	Sole	2024-11-01
2024-06-30	$200,526	1,885	-18.4%	Shares	Sole	2024-08-07
2023-06-30	$220,628	2,310	+0.3%	Shares	Sole	2023-07-28
2023-03-31	$220,120	2,303	+0.3%	Shares	Sole	2023-05-05
2022-12-31	$215,963	2,297	+0.2%	Shares	Sole	2023-02-08
2022-09-30	$206,371	2,292	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$221,330	2,286	+0.3%	Shares	Sole	2022-08-03
2022-03-31	$251,415	2,280	+0.2%	Shares	Sole	2022-05-03
2021-12-31	$241,468	2,275	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.