Gradient Investments LLC RY — ROYAL BK CDA MONTREAL QUE

Ownership history in Gradient Investments LLC  ·  39 quarters on record

AI Ownership Summary

Gradient Investments LLC reported ROYAL BK CDA MONTREAL QUE (RY) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows RY at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in ROYAL BK CDA MONTREAL QUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RY stock page Gradient Investments LLC fund profile Gradient Investments LLC full holdings
How Gradient Investments LLC held RY — position size vs. price
% of Fund (quarterly)    RY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 32,151 +1,195 +3.9% 0.09% $6.7M 2026-07-08 $205.77
2026 Q1 ADDED — — — 30,956 +18,981 +158.5% 0.08% $5.0M 2026-04-13 $172.49
2025 Q4 ADDED — — — 11,975 +3,819 +46.8% 0.03% $2.0M 2026-01-08 $168.40
2025 Q3 ADDED — — — 8,156 +3,383 +70.9% 0.02% $1.2M 2025-10-06 $146.03
2025 Q2 ADDED — — — 4,773 +1,025 +27.3% 0.01% $628K 2025-07-08 $129.76
2025 Q1 ADDED — — — 3,748 +136 +3.8% 0.01% $422K 2025-04-09 $110.99
2024 Q4 REDUCED 22.1% -5.7% ✅ 3,612 -1,022 -22.1% 0.01% $435K 2025-01-21 $118.29
2024 Q3 REDUCED — — — 4,634 -58 -1.2% 0.01% $578K 2024-10-15 $119.40
2024 Q2 UNCHANGED — — — 4,692 — 0% 0.01% $499K 2024-07-18 $106.57
2024 Q1 REDUCED 7.0% +6.1% ❌ 4,692 -353 -7.0% 0.01% $473K 2024-04-23 $93.98
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RY

As of 2026 Q2 — sorted by position size

Trust Co of the South 0.78% New England Research & Management, Inc. 3Y 7Y 0.57% Assenagon Asset Management S.A. 3Y 7Y 0.41% Mallini Complete Financial Planning LLC 0.33% Fulcrum Equity Management 3Y 7Y 0.28% PensionDanmark Pensionsforsikringsaktieselskab 0.28% Hilltop National Bank 0.27% Legacy Wealth Asset Management, LLC 3Y 0.24% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 0.18% Affinity Capital Advisors, LLC 3Y 0.17%

FAQ About Gradient Investments LLC and RY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning RY?

Gradient Investments LLC reported RY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported RY position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for RY was 0.09% in 2026 Q2.

What is the latest reported RY position on this page?

The most recent filing on this page is 2026 Q2, when Gradient Investments LLC reported 32,151 shares, equal to 0.09% of portfolio, with an estimated market value of $6.7M.

What does the chart on this RY ownership page compare?

The chart compares Gradient Investments LLC's quarterly RY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gradient Investments LLC time their RY position?

Based on 13F filing dates vs. subsequent RY price moves, Gradient Investments LLC correctly timed 20 out of 37 reported position changes (54%). The annualised alpha on RY relative to SPY over the holding period was +36.7%.

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