WealthPlan Investment Management, LLC

Position in RY — Royal Bank Of Canada

CIK 1929986 OMAHA, NE

Position in RY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$299,071

+$81,316 QoQ

Shares Held

1,445

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#718

of 982 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,589,841 across 5 Banks - Diversified names. RY ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,282	$9,584,876
2	BAC	Bank Of America Corp /De/	40,909	$2,330,994
3	WFC	Wells Fargo & Company/Mn	11,531	$952,921
4	C	Citigroup Inc	3,015	$421,979
5	RY	Royal Bank Of Canada This page	1,445	$299,071

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,071	1,445	+7.4%	Shares	Other	2026-07-28
2026-03-31	$217,755	1,346	+8.9%	Shares	Sole	2026-04-29
2025-12-31	$210,725	1,236	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.