Position in RY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$457,610
+$95,870 QoQ
Shares Held
2,211
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#610
of 982 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. RY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,945 | $19,621,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,963 | $6,208,711 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,021 | $2,315,655 | |
| 4 | C |
Citigroup Inc
|
15,609 | $2,184,635 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,415 | $852,725 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
2,211 | $457,610 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,206 | $213,100 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
3,405 | $202,597 |
All Filings in RY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,610 | 2,211 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $361,740 | 2,236 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $397,923 | 2,334 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $343,844 | 2,334 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $209,164 | 1,590 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $352,250 | 2,923 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $204,058 | 1,636 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||