Royal Bank of Canada
CA ˙ TSX ˙ CA7800871021
265,81 CA$ ↑1,25 (0,47%)
2026-06-03
AKTIENPREIS
SecurityCA:RY / Royal Bank of Canada
InstitutionGradient Investments LLC
Latest Disclosed Ownership30,956 shares
Latest Disclosed Value $ 5,008,062
Gradient Investments LLC reports 158.51% increase in ownership of RY / Royal Bank of Canada

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 30,956 shares of Royal Bank of Canada (CA:RY) valued at $6,961,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 11,975 shares of Royal Bank of Canada. This represents a change in shares of 158.51% during the quarter. The current value of the position is $8,228,414 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ROYAL BK CDA COM 780087102 30,956 18,981 158.51 5,008 145.37 0.0776
2026-01-08 2025-12-31 13F ROYAL BK CDA COM 780087102 11,975 3,819 46.82 2,042 69.94 0.0324
2025-10-06 2025-09-30 13F ROYAL BK CDA COM 780087102 8,156 3,383 70.88 1,202 91.55 0.0201
2025-07-08 2025-06-30 13F ROYAL BK CDA COM 780087102 4,773 1,025 27.35 628 48.58 0.0115
2025-04-09 2025-03-31 13F ROYAL BK CDA COM 780087102 3,748 136 3.77 422 -2.99 0.0085
2025-01-21 2024-12-31 13F ROYAL BK CDA COM 780087102 3,612 -1,022 -22.05 435 -24.74 0.0088
2024-10-15 2024-09-30 13F ROYAL BK CDA COM 780087102 4,634 -58 -1.24 578 15.83 0.0120
2024-07-18 2024-06-30 13F ROYAL BK CDA COM 780087102 4,692 0 0.00 499 5.50 0.0112
2024-04-23 2024-03-31 13F ROYAL BK CDA COM 780087102 4,692 -353 -7.00 473 -7.25 0.0110
2024-01-18 2023-12-31 13F ROYAL BK CDA COM 780087102 5,045 877 21.04 510 40.11 0.0123
2023-10-27 2023-09-30 13F ROYAL BK CDA COM 780087102 4,168 165 4.12 364 -4.71 0.0096
2023-07-11 2023-06-30 13F ROYAL BK CDA COM 780087102 4,003 -35 -0.87 382 -0.78 0.0098
2023-04-17 2023-03-31 13F ROYAL BK CDA SUSTAINABL COM 780087102 4,038 157 4.05 386 5.77 0.0105
2023-01-10 2022-12-31 13F ROYAL BK CDA SUSTAINABL COM 780087102 3,881 -125 -3.12 365 0.83 0.0115
2022-10-14 2022-09-30 13F ROYAL BK CDA COM 780087102 4,006 -101 -2.46 361 -9.30 0.0110
2022-07-11 2022-06-30 13F ROYAL BK CDA COM 780087102 4,107 -29 -0.70 398 -12.72 0.0116
2022-05-26 2022-03-31 13F ROYAL BK CDA COM 780087102 4,136 -434 -9.50 456 -5.98 0.0117
2022-01-12 2021-12-31 13F ROYAL BK CDA COM 780087102 4,570 -331 -6.75 485 -0.61 0.0123
2021-10-18 2021-09-30 13F ROYAL BK CDA COM 780087102 4,901 -227 -4.43 488 -6.15 0.0137
2021-07-12 2021-06-30 13F ROYAL BK CDA COM 780087102 5,128 -211 -3.95 520 5.69 0.0152
2021-04-21 2021-03-31 13F ROYAL BK CDA COM 780087102 5,339 -1,192 -18.25 492 7.42 0.0160
2021-01-08 2020-12-31 13F ROYAL BK CDA COM 780087102 6,531 -663 -9.22 458 -9.31 0.0194
2020-10-06 2020-09-30 13F ROYAL BK CDA COM 780087102 7,194 -759 -9.54 505 -6.31 0.0212
2020-07-10 2020-06-30 13F ROYAL BK CDA COM 780087102 7,953 -8,959 -52.97 539 -48.22 0.0246
2020-04-07 2020-03-31 13F ROYAL BK CDA COM 780087102 16,912 -978 -5.47 1,041 -26.53 0.0561
2020-01-15 2019-12-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 17,890 -1,028 -5.43 1,417 -7.69 0.0631
2019-10-10 2019-09-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 18,918 -2,173 -10.30 1,535 -8.36 0.0752
2019-07-16 2019-06-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 21,091 5,711 37.13 1,675 44.15 0.0860
2019-04-11 2019-03-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 15,380 -12,027 -43.88 1,162 -38.13 0.0751
2019-01-18 2018-12-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 27,407 -3,468 -11.23 1,878 -24.15 0.1127
2018-10-11 2018-09-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 30,875 796 2.65 2,476 9.32 0.1270
2018-08-09 2018-06-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 30,079 4,313 16.74 2,265 13.76 0.1210
2018-04-10 2018-03-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 25,766 5,456 26.86 1,991 20.08 0.1078
2018-02-07 2017-12-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 20,310 4,304 26.89 1,658 33.93 0.0958
2017-10-16 2017-09-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 16,006 5,478 52.03 1,238 62.25 0.0791
2017-07-19 2017-06-30 13F ROYAL BK CDA MONTREAL QUE COM 780087102 10,528 7,031 201.06 763 199.22 0.0535
2017-04-11 2017-03-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 3,497 3,475 15,795.45 255 25,400.00 0.0195
2017-01-17 2016-12-31 13F ROYAL BK CDA MONTREAL QUE COM 780087102 22 22 1 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.