Position in RY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$621,323
+$315,074 QoQ
Shares Held
3,002
+58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#546
of 980 holders
Holding Since
Sep 2025
4 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, 2026Prosperity Consulting Group, LLC holds $33,575,056 across 11 Banks - Diversified names. RY ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,362 | $15,503,003 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
49,977 | $7,227,173 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,688 | $4,654,582 | |
| 4 | C |
Citigroup Inc
|
19,027 | $2,663,018 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,315 | $1,182,991 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
3,002 | $621,323 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
6,265 | $595,738 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
15,788 | $314,023 |
All Filings in RY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,323 | 3,002 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $306,249 | 1,893 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $342,173 | 2,007 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $271,658 | 1,844 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||