Position in RY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$298,864
+$63,151 QoQ
Shares Held
1,444
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#719
of 980 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. RY ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
66,710 | $21,836,184 | |
| 2 | BAC |
Bank Of America Corp /De/
|
87,207 | $4,969,054 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,677 | $1,543,467 | |
| 4 | RY |
Royal Bank Of Canada
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|
1,444 | $298,864 | |
| 5 | C |
Citigroup Inc
|
2,014 | $281,879 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,500 | $265,050 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,060 | $153,286 | |
| 8 | TD |
Toronto Dominion Bank
|
515 | $62,536 |
All Filings in RY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,864 | 1,444 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $235,713 | 1,457 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $244,653 | 1,435 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $210,225 | 1,427 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $186,932 | 1,421 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $159,611 | 1,416 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $170,642 | 1,416 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $176,617 | 1,416 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $160,101 | 1,505 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $125,494 | 1,244 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $91,320 | 903 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $78,958 | 903 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $68,862 | 721 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $66,714 | 698 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $65,625 | 698 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $62,847 | 698 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $67,580 | 698 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $81,048 | 735 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $78,012 | 735 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $69,437 | 698 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $75,577 | 746 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $68,788 | 746 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $61,216 | 746 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $52,324 | 746 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $57,087 | 842 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $51,886 | 843 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||