Paragon Private Wealth Management, LLC
Position in RY — Royal Bank Of Canada
CIK 1922684
LEXINGTON, KY
Position in RY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$818,359
+$237,569 QoQ
Shares Held
3,954
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#502
of 982 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $6,426,873 across 6 Banks - Diversified names. RY ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,117 | $3,966,257 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
3,954 | $818,359 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,028 | $685,355 | |
| 4 | C |
Citigroup Inc
|
3,225 | $451,370 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,062 | $253,043 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,746 | $252,489 |
All Filings in RY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,359 | 3,954 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $580,790 | 3,590 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $530,905 | 3,114 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $405,719 | 2,754 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $403,069 | 3,064 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $304,682 | 2,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,467 | 2,485 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $268,917 | 2,156 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||