Pathway Financial Advisers, LLC

Position in RY — Royal Bank Of Canada

CIK 2024152 AUBURN, IN

Position in RY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,329,112

+$781,401 QoQ

Shares Held

16,085

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#315

of 982 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $19,572,968 across 5 Banks - Diversified names. RY ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,930	$9,142,326
2	BNS	Bank Of Nova Scotia	64,602	$5,610,037
3	RY	Royal Bank Of Canada This page	16,085	$3,329,112
4	TD	Toronto Dominion Bank	7,748	$940,839
5	BAC	Bank Of America Corp /De/	9,664	$550,654

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,329,112	16,085	+2.1%	Shares	Sole	2026-07-30
2026-03-31	$2,547,711	15,748	-0.7%	Shares	Sole	2026-04-23
2025-12-31	$2,702,607	15,852	+1.8%	Shares	Sole	2026-02-06
2025-09-30	$2,294,214	15,573	+74.5%	Shares	Sole	2025-11-13
2025-06-30	$1,173,689	8,922	+6.1%	Shares	Sole	2025-08-21
2025-03-31	$947,862	8,409	+5.6%	Shares	Sole	2025-05-09
2024-12-31	$959,982	7,966	+3.1%	Shares	Sole	2025-01-30
2024-09-30	$963,663	7,726	+2.2%	Shares	Sole	2024-10-25
2024-06-30	$804,311	7,561	-1.7%	Shares	Sole	2024-08-20
2024-03-31	$775,868	7,691	-6.0%	Shares	Sole	2024-05-29
2023-12-31	$827,243	8,180	+5.2%	Shares	Sole	2024-07-19
2023-09-30	$679,552	7,772	+0.8%	Shares	Sole	2024-07-19
2023-03-31	$736,602	7,707	+3.1%	Shares	Sole	2024-07-19
2022-12-31	$702,491	7,472	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.