Position in RY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$913,565
+$347,027 QoQ
Shares Held
4,414
+32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#482
of 982 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. RY ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,590 | $44,710,004 | |
| 2 | BAC |
Bank Of America Corp /De/
|
251,375 | $14,323,347 | |
| 3 | C |
Citigroup Inc
|
54,356 | $7,607,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
57,863 | $4,781,798 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
23,446 | $3,390,526 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
4,414 | $913,565 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,192 | $375,249 |
All Filings in RY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,565 | 4,414 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $566,538 | 3,323 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||