Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$902,387
+$320,952 QoQ
Shares Held
4,360
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#488
of 980 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. RY ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
189,020 | $61,871,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,013 | $5,527,798 | |
| 3 | C |
Citigroup Inc
|
25,247 | $3,533,567 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
34,836 | $2,878,843 | |
| 5 | RY |
Royal Bank Of Canada
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|
4,360 | $902,387 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,692 | $533,898 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,911 | $514,373 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,372 | $510,820 |
All Filings in RY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,387 | 4,360 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $581,435 | 3,594 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $575,231 | 3,374 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $481,881 | 3,271 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $446,873 | 3,397 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $298,368 | 2,647 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||