Royal Bank of Canada
CA ˙ TSX ˙ CA7800871021
270,94 CA$ ↑5,13 (1,93%)
2026-06-04
DEL PRIS
SecurityCA:RY / Royal Bank of Canada
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership16,279 shares
Latest Disclosed Value $ 2,633,537
Midwest Professional Planners, LTD. reports 1.74% increase in ownership of RY / Royal Bank of Canada

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 16,279 shares of Royal Bank of Canada (CA:RY) valued at $3,660,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,000 shares of Royal Bank of Canada. This represents a change in shares of 1.74% during the quarter. The current value of the position is $4,410,632 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)
2026-05-05 2026-03-31 13F ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 COM 780087102 16,279 279 1.74 2,634 -3.45 0.6203
2026-02-06 2025-12-31 13F ROYAL BK CDA COM 780087102 16,000 1,326 9.04 2,728 26.19 0.6462
2025-11-04 2025-09-30 13F ROYAL BK CDA COM 780087102 14,674 232 1.61 2,162 13.80 0.5274
2025-08-11 2025-06-30 13F ROYAL BK CDA COM 780087102 14,442 3,510 32.11 1,900 54.14 0.5002
2025-05-02 2025-03-31 13F ROYAL BK CDA COM 780087102 10,932 1,560 16.65 1,232 9.12 0.3835
2025-02-10 2024-12-31 13F ROYAL BK CDA COM 780087102 9,372 855 10.04 1,129 6.31 0.3373
2024-11-14 2024-09-30 13F ROYAL BK CDA COM 780087102 8,517 2,046 31.62 1,062 54.36 0.3248
2024-08-06 2024-06-30 13F ROYAL BK CDA COM 780087102 6,471 -298 -4.40 688 0.88 0.2300
2024-05-09 2024-03-31 13F ROYAL BK CDA COM 780087102 6,769 -2,810 -29.34 683 -29.55 0.2396
2024-02-15 2023-12-31 13F ROYAL BK CDA COM 780087102 9,579 659 7.39 969 24.26 0.3861
2024-02-15 2023-12-31 13F ROYAL BK CDA COM 780087102 9,579 969
2023-11-13 2023-09-30 13F ROYAL BK CDA COM 780087102 8,920 844 10.45 780 1.04 0.3507
2023-08-07 2023-06-30 13F ROYAL BK CDA COM 780087102 8,076 245 3.13 771 3.07 0.3379
2023-05-15 2023-03-31 13F ROYAL BK CDA SUSTAINABL COM 780087102 7,831 2,103 36.71 748 39.03 0.3661
2023-02-10 2022-12-31 13F ROYAL BK CDA SUSTAINABL COM 780087102 5,728 445 8.42 539 13.03 0.2981
2022-11-10 2022-09-30 13F ROYAL BK CDA COM 780087102 5,283 496 10.36 476 2.59 0.2840
2022-08-09 2022-06-30 13F ROYAL BK CDA COM 780087102 4,787 315 7.04 464 -5.88 0.2617
2022-05-11 2022-03-31 13F ROYAL BK CDA COM 780087102 4,472 393 9.63 493 13.86 0.2425
2022-02-10 2021-12-31 13F ROYAL BK CDA COM 780087102 4,079 113 2.85 433 9.62 0.2103
2021-11-08 2021-09-30 13F ROYAL BK CDA COM 780087102 3,966 77 1.98 395 0.25 0.2095
2021-08-10 2021-06-30 13F ROYAL BK CDA COM 780087102 3,889 3,889 394 0.2053
2021-05-17 2021-03-31 13F ROYAL BK CDA COM 780087102 0 -3,784 -100.00 0 -100.00
2021-03-11 2020-12-31 13F ROYAL BK CDA COM 780087102 3,784 135 3.70 311 21.48 0.1916
2020-11-06 2020-09-30 13F Royal Bank of Canada COM 780087102 3,649 189 5.46 256 8.94 0.1801
2020-08-14 2020-06-30 13F Royal Bank of Canada COM 780087102 3,460 -3,370 -49.34 235 -73.77 0.1850
2020-05-05 2020-03-31 13F Raytheon COM 780087102 6,830 281 4.29 896 -37.73 0.8848
2020-02-11 2019-12-31 13F Raytheon COM 780087102 6,549 3,570 119.84 1,439 494.63 1.1753
2019-11-14 2019-09-30 13F Royal Bank of Canada COM 780087102 2,979 6 0.20 242 2.54 0.2165
2019-08-12 2019-06-30 13F Royal Bank of Canada COM 780087102 2,973 -14 -0.47 236 4.42 0.2189
2019-05-08 2019-03-31 13F Royal Bank of Canada COM 780087102 2,987 2,987 0.47 226 -4.24 0.2182
2018-11-13 2018-09-30 13F Royal Bank of Canada COM 780087102 0 -8,265 -100.00 0 -100.00
2018-08-10 2018-06-30 13F Royal Bank of Canada COM 780087102 8,265 -271 -3.17 622 -5.76 0.5561
2018-05-15 2018-03-31 13F Royal Bank of Canada COM 780087102 8,536 271 3.28 660 -2.22 0.5947
2018-02-12 2017-12-31 13F ROYAL BK CDA MONTREAL QUE ISIN# CA7800871021 COM 780087102 8,265 8,265 675 0.6164
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.