Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$236,566
+$108,030 QoQ
Shares Held
1,143
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#788
of 982 holders
Holding Since
Jun 2022
8 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, 2026Resurgent Financial Advisors LLC holds $6,768,258 across 5 Banks - Diversified names. RY ranks #5 (3.5% of the industry book) .
All Filings in RY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,566 | 1,143 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $128,536 | 1,271 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,136 | 1,271 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121,393 | 1,271 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,060 | 1,570 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $232,229 | 2,470 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $307,936 | 3,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $714,047 | 7,375 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||