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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RY holding history

Royal Bank of Canada in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
316,346
Value
$65.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026316,346$65.5M<0.1%+20,439+6.9%AddedHolders
Q1 2026295,907$47.9M<0.1%+10,630+3.7%AddedHolders
Q4 2025285,277$48.6M<0.1%+18,297+6.9%AddedHolders
Q3 2025266,980$39.3M<0.1%+19,587+7.9%AddedHolders
Q2 2025247,393$32.5M<0.1%+23,433+10.5%AddedHolders
Q1 2025223,960$25.2M<0.1%+1,793+0.8%AddedHolders
Q4 2024222,167$26.8M<0.1%+10,756+5.1%AddedHolders
Q3 2024211,411$26.4M<0.1%+12,693+6.4%AddedHolders
Q2 2024198,718$21.1M<0.1%+15,554+8.5%AddedHolders
Q1 2024183,164$18.5M<0.1%+3,182+1.8%AddedHolders
Q4 2023179,982$18.2M<0.1%+21,977+13.9%AddedHolders
Q3 2023158,005$13.8M<0.1%+15,623+11.0%AddedHolders
Q2 2023142,382$13.6M<0.1%−525−0.4%ReducedHolders
Q1 2023142,907$13.7M<0.1%+7,755+5.7%AddedHolders
Q4 2022135,152$12.7M<0.1%+990+0.7%AddedHolders
Q3 2022134,162$12.1M<0.1%+7,162+5.6%AddedHolders
Q2 2022127,000$12.3M<0.1%+2,497+2.0%AddedHolders
Q1 2022124,503$13.7M<0.1%+5,106+4.3%AddedHolders
Q4 2021119,397$12.7M<0.1%+591+0.5%AddedHolders
Q3 2021118,806$11.8M<0.1%+9,877+9.1%AddedHolders
Q2 2021108,929$11.0M<0.1%−9,827−8.3%ReducedHolders
Q1 2021118,756$10.9M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.