Position in RY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,162,757
+$253,877 QoQ
Shares Held
5,618
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#438
of 980 holders
Holding Since
Sep 2021
18 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. RY ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
This page
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in RY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,757 | 5,618 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $908,880 | 5,618 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $954,232 | 5,597 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $822,045 | 5,580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $683,928 | 5,199 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $516,032 | 4,578 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $492,162 | 4,084 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $483,328 | 3,875 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $393,499 | 3,699 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $365,387 | 3,622 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $335,650 | 3,319 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $301,318 | 3,446 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $306,587 | 3,210 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $323,155 | 3,381 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $230,625 | 2,382 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $239,065 | 2,168 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $212,916 | 2,006 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $214,478 | 2,156 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||