Position in RY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,314,472
-$359,264 QoQ
Shares Held
32,850
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 67.20642768850432.ToString("F0")%
Shared 6.640914709517923.ToString("F0")%
None 26.15265760197775.ToString("F0")%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $1,343,067,987 across 17 Banks - Diversified names. RY ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,156,561 | $928,533,983 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,694,314 | $131,347,807 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,551,052 | $123,479,249 | |
| 4 | C |
Citigroup Inc
|
627,045 | $71,113,173 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
317,802 | $37,700,850 | |
| 6 | BNS |
Bank Of Nova Scotia
|
191,155 | $13,248,952 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
32,850 | $5,314,472 | |
| 8 | TD |
Toronto Dominion Bank
|
56,411 | $5,263,709 |
All Filings in RY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,314,472 | 32,850 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,673,736 | 33,279 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,929,621 | 33,462 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,059,237 | 30,857 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $3,194,821 | 28,343 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,390,058 | 36,429 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $4,558,257 | 36,545 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,911,166 | 36,766 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,987,662 | 29,616 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,639,971 | 35,993 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,695,687 | 30,829 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,043,054 | 21,391 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,599,160 | 37,656 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,745,665 | 29,203 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||