Position in RY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,609,221
+$3,669,280 QoQ
Shares Held
22,270
+283.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#278
of 982 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ADVISORTRUST PARTNERS, LLC holds $16,417,337 across 6 Banks - Diversified names. RY ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,465 | $9,644,778 | |
| 2 | RY |
Royal Bank Of Canada
This page
|
22,270 | $4,609,221 | |
| 3 | BAC |
Bank Of America Corp /De/
|
14,958 | $852,306 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,232 | $680,292 | |
| 5 | C |
Citigroup Inc
|
2,436 | $340,942 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,004 | $289,798 |
All Filings in RY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,609,221 | 22,270 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $939,941 | 5,810 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $990,546 | 5,810 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||