Jackson Grant Investment Advisers’s Royal Bank of Canada RY Stock Holding History

Jackson Grant Investment Advisers’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.4K	Buy	305 +2	+0.7%	+$335	0.02%	201
2025 Q4	$51.7K	Buy	303 +2	+0.7%	+$307	0.02%	198
2025 Q3	$44.4K	Buy	301 +2	+0.7%	+$276	0.01%	208
2025 Q2	$39.4K	Buy	299 +2	+0.7%	+$245	0.01%	195
2025 Q1	$33.5K	Hold	297	–	–	0.01%	197
2024 Q4	$35.8K	Buy	+297	New	+$36.7K	0.01%	196
2016 Q1	–	Sell	-200	Closed	-$11K	–	191
2015 Q4	$11K	Buy	+200	New	+$11.2K	0.01%	162

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Grant Investment Advisers's RY Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Royal Bank of Canada (RY) stake by 0.66% in Q1 2026, buying an estimated $335 and bringing the position to 305 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #201.

Jackson Grant Investment Advisers first reported a position in RY in Q4 2015 and has held it in 7 quarters since. The position peaked at $51.7K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

Jackson Grant Investment Advisers held 305 shares of Royal Bank of Canada worth $49.4K as of Q1 2026.
Jackson Grant Investment Advisers bought 2 Royal Bank of Canada shares in Q1 2026, an estimated $335.
Royal Bank of Canada made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #201 holding.
Jackson Grant Investment Advisers first reported a position in Royal Bank of Canada in Q4 2015 and has held it in 7 quarters since.
Jackson Grant Investment Advisers's Royal Bank of Canada position peaked at $51.7K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.