Position in RY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,183,247
+$220,818 QoQ
Shares Held
5,717
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#437
of 980 holders
Holding Since
Dec 2023
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, 2026Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. RY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,847 | $53,959,368 | |
| 2 | BAC |
Bank Of America Corp /De/
|
203,285 | $11,583,179 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
62,339 | $5,151,694 | |
| 4 | C |
Citigroup Inc
|
36,170 | $5,062,353 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,341 | $3,519,952 | |
| 6 | RY |
Royal Bank Of Canada
This page
|
5,717 | $1,183,247 | |
| 7 | BCS |
Barclays PLC
|
31,952 | $858,230 | |
| 8 | SAN |
Banco Santander, S.A.
|
48,751 | $672,763 |
All Filings in RY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,247 | 5,717 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $962,429 | 5,949 | Shares | Sole | 2026-04-29 | |
| 2024-12-31 | $342,730 | 2,844 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,776 | 3,141 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $326,267 | 3,067 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $275,301 | 2,729 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $301,367 | 2,980 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||