Skip to main content

Pathway Financial Advisers, LLC

SEC CIK
0002024152
Latest filing
Jul 30, 2026

RY holding history

Royal Bank of Canada in every 13F filed by Pathway Financial Advisers, 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)
16,085
Value
$3.33M
% of portfolio
0.8%
Quarters held
14
Since Q4 2022
Holdings of RY by Pathway Financial Advisers, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,085$3.33M0.8%+337+2.1%AddedHolders
Q1 202615,748$2.55M0.7%−104−0.7%ReducedHolders
Q4 202515,852$2.70M0.8%+279+1.8%AddedHolders
Q3 202515,573$2.29M0.7%+6,651+74.5%AddedHolders
Q2 20258,922$1.17M0.4%+513+6.1%AddedHolders
Q1 20258,409$947.9K0.3%+443+5.6%AddedHolders
Q4 20247,966$959.9K0.3%+240+3.1%AddedHolders
Q3 20247,726$963.6K0.4%+165+2.2%AddedHolders
Q2 20247,561$802.1K0.3%−130−1.7%ReducedHolders
Q1 20247,691$776.0K0.3%−489−6.0%ReducedHolders
Q4 20238,180$827.3K0.3%+408+5.2%AddedHolders
Q3 20237,772$679.6K0.3%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20237,707$736.7K0.3%+235+3.1%AddedHolders
Q4 20227,472$702.6K0.3%–No prior filingHolders