OneAscent Family Office, LLC
Family OfficePosition in RY — Royal Bank Of Canada
CIK 2055812
BIRMINGHAM, AL
Position in RY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$630,016
+$253,069 QoQ
Shares Held
3,044
+30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#544
of 980 holders
Holding Since
Dec 2025
3 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, 2026OneAscent Family Office, LLC holds $5,492,751 across 11 Banks - Diversified names. RY ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,629 | $1,515,210 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,685 | $665,811 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
6,663 | $633,584 | |
| 4 | RY |
Royal Bank Of Canada
This page
|
3,044 | $630,016 | |
| 5 | TD |
Toronto Dominion Bank
|
3,347 | $406,426 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,029 | $358,524 | |
| 7 | UBS |
UBS Group AG
|
5,691 | $282,045 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,098 | $269,030 |
All Filings in RY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,016 | 3,044 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $376,947 | 2,330 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $397,241 | 2,330 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||