Position in RY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$935,504
+$204,259 QoQ
Shares Held
4,520
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#477
of 982 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $2,628,124 across 3 Banks - Diversified names. RY ranks #2 (35.6% of the industry book) .
All Filings in RY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,504 | 4,520 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $731,245 | 4,520 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $781,696 | 4,585 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $675,462 | 4,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $603,156 | 4,585 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $528,093 | 4,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $564,589 | 4,685 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $573,758 | 4,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $563,814 | 5,300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $534,664 | 5,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $523,347 | 5,175 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $452,502 | 5,175 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $494,264 | 5,175 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $494,626 | 5,175 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||