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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

RY holding history

Royal Bank of Canada in every 13F filed by Live Oak Private Wealth LLC, 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)
54,783
Value
$11.3M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of RY by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,783$11.3M1.4%+894+1.7%AddedHolders
Q1 202653,889$8.72M1.2%00.0%UnchangedHolders
Q4 202553,889$9.19M1.3%00.0%UnchangedHolders
Q3 202553,889$7.94M1.1%+200+0.4%AddedHolders
Q2 202553,689$7.06M1.1%00.0%UnchangedHolders
Q1 202553,689$6.05M1.0%00.0%UnchangedHolders
Q4 202453,689$6.47M1.1%−3,887−6.8%ReducedHolders
Q3 202457,576$7.18M1.2%−185−0.3%ReducedHolders
Q2 202457,761$6.14M1.1%−1,350−2.3%ReducedHolders
Q1 202459,111$5.96M1.0%−3,777−6.0%ReducedHolders
Q4 202362,888$6.36M1.2%−5,085−7.5%ReducedHolders
Q3 202367,973$5.94M1.3%−75−0.1%ReducedHolders
Q2 202368,048$6.50M1.3%−5,075−6.9%ReducedHolders
Q1 202373,123$6.99M1.4%+10,615+17.0%AddedHolders
Q4 202262,508$5.88M1.2%00.0%UnchangedHolders
Q3 202262,508$5.63M1.3%−526−0.8%ReducedHolders
Q2 202263,034$6.10M1.3%00.0%UnchangedHolders
Q1 202263,034$6.95M1.3%−5,046−7.4%ReducedHolders
Q4 202168,080$7.23M1.4%+920+1.4%AddedHolders
Q3 202167,160$6.68M1.4%−8,500−11.2%ReducedHolders
Q2 202175,660$7.67M1.7%+42,553+128.5%AddedHolders
Q1 202133,107$3.05M0.7%––Holders

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