Position in RY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,292
New position
Shares Held
1,161
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#782
of 980 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Flatrock Wealth Partners LLC holds $5,527,690 across 11 Banks - Diversified names. RY ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,229 | $1,056,948 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
40,757 | $961,050 | |
| 3 | C |
Citigroup Inc
|
4,852 | $679,085 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,433 | $651,452 | |
| 5 | TD |
Toronto Dominion Bank
|
3,585 | $435,326 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,524 | $430,187 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
4,891 | $404,192 | |
| 8 | RY |
Royal Bank Of Canada
This page
|
1,161 | $240,292 |
All Filings in RY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,292 | 1,161 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||