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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

RY holding history

Royal Bank of Canada in every 13F filed by BIP Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
3,478
Value
$719.8K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of RY by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,478$719.8K<0.1%−43−1.2%ReducedHolders
Q1 20263,521$569.6K<0.1%−350−9.0%ReducedHolders
Q4 20253,871$660.0K<0.1%+3,871NewHolders
Q3 20250$00.0%−2,921−100.0%Sold outHolders
Q2 20252,921$384.3K<0.1%00.0%UnchangedHolders
Q1 20252,921$329.3K<0.1%00.0%UnchangedHolders
Q4 20242,921$352.0K<0.1%00.0%UnchangedHolders
Q3 20242,921$364.3K<0.1%+2,921NewHolders
Q2 20240$00.0%−2,921−100.0%Sold outHolders
Q1 20242,921$294.7K<0.1%00.0%UnchangedHolders
Q4 20232,921$295.4K<0.1%00.0%UnchangedHolders
Q3 20232,921$255.4K<0.1%−212−6.8%ReducedHolders
Q2 20233,133$299.2K<0.1%00.0%UnchangedHolders
Q1 20233,133$299.5K<0.1%–No prior filingHolders