Gradient Investments LLC

Position in RY — Royal Bank Of Canada

CIK 1542265 ARDEN HILLS, MN

Position in RY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,654,292

+$1,646,231 QoQ

Shares Held

32,151

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#41

of 322 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. RY ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	205,948	$67,412,958
2	BAC	Bank Of America Corp /De/	707,836	$40,332,495
3	C	Citigroup Inc	149,497	$20,923,600
4	WFC	Wells Fargo & Company/Mn	180,333	$14,902,719
5	CM	Canadian Imperial Bank Of Commerce /Can/	57,990	$6,668,850
6	RY	Royal Bank Of Canada This page	32,151	$6,654,292
7	UBS	UBS Group AG	132,484	$6,565,907
8	BCS	Barclays PLC	228,174	$6,128,753

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,654,292	32,151	+3.9%	Shares	Sole	2026-07-08
2026-03-31	$5,008,061	30,956	+158.5%	Shares	Sole	2026-04-13
2025-12-31	$2,041,617	11,975	+46.8%	Shares	Sole	2026-01-08
2025-09-30	$1,201,541	8,156	+70.9%	Shares	Sole	2025-10-06
2025-06-30	$627,888	4,773	+27.3%	Shares	Sole	2025-07-08
2025-03-31	$422,474	3,748	+3.8%	Shares	Sole	2025-04-09
2024-12-31	$435,282	3,612	-22.1%	Shares	Sole	2025-01-21
2024-09-30	$577,998	4,634	-1.2%	Shares	Sole	2024-10-15
2024-06-30	$499,134	4,692	0.0%	Shares	Sole	2024-07-18
2024-03-31	$473,328	4,692	-7.0%	Shares	Sole	2024-04-23
2023-12-31	$510,200	5,045	+21.0%	Shares	Sole	2024-01-18
2023-09-30	$364,449	4,168	+4.1%	Shares	Sole	2023-10-27
2023-06-30	$382,326	4,003	-0.9%	Shares	Sole	2023-07-11
2023-03-31	$385,952	4,038	+4.0%	Shares	Sole	2023-04-17
2022-12-31	$364,891	3,881	-3.1%	Shares	Sole	2023-01-10
2022-09-30	$360,700	4,006	-2.5%	Shares	Sole	2022-10-14
2022-06-30	$397,639	4,107	-0.7%	Shares	Sole	2022-07-11
2022-03-31	$456,076	4,136	-9.5%	Shares	Sole	2022-05-26
2021-12-31	$485,059	4,570	-6.8%	Shares	Sole	2022-01-12
2021-09-30	$487,551	4,901	-4.4%	Shares	Sole	2021-10-18
2021-06-30	$519,517	5,128	-4.0%	Shares	Sole	2021-07-12
2021-03-31	$492,309	5,339	-18.3%	Shares	Sole	2021-04-21
2020-12-31	$535,933	6,531	-9.2%	Shares	Sole	2021-01-08
2020-09-30	$504,587	7,194	-9.5%	Shares	Sole	2020-10-06
2020-06-30	$539,213	7,953	-53.0%	Shares	Sole	2020-07-10
2020-03-31	$1,040,933	16,912	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.