BIP Wealth’s Royal Bank of Canada RY Stock Holding History

BIP Wealth’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	$570K	Sell	3,521 -350	-9%	-$58.6K	0.02%	274
2025 Q4	$660K	Buy	+3,871	New	+$594K	0.02%	261
2025 Q3	–	Sell	-2,921	Closed	-$384K	–	310
2025 Q2	$384K	Hold	2,921	–	–	0.02%	177
2025 Q1	$329K	Hold	2,921	–	–	0.02%	197
2024 Q4	$352K	Hold	2,921	–	–	0.02%	190
2024 Q3	$364K	Buy	+2,921	New	+$335K	0.02%	161
2024 Q2	–	Sell	-2,921	Closed	-$295K	–	213
2024 Q1	$295K	Hold	2,921	–	–	0.02%	165
2023 Q4	$295K	Hold	2,921	–	–	0.02%	154
2023 Q3	$255K	Sell	2,921 -212	-7%	-$19.7K	0.02%	151
2023 Q2	$299K	Hold	3,133	–	–	0.02%	142
2023 Q1	$299K	Buy	+3,133	New	+$310K	0.03%	147

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

BIP Wealth's RY Position: Q1 2026 in Review

BIP Wealth reduced its Royal Bank of Canada (RY) stake by 9% in Q1 2026, selling an estimated $58.6K and leaving 3,521 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #274.

BIP Wealth first reported a position in RY in Q1 2023 and has held it in 11 quarters since. The position peaked at $660K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

BIP Wealth held 3,521 shares of Royal Bank of Canada worth $570K as of Q1 2026.
BIP Wealth sold 350 Royal Bank of Canada shares in Q1 2026, an estimated $58.6K.
Royal Bank of Canada made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #274 holding.
BIP Wealth first reported a position in Royal Bank of Canada in Q1 2023 and has held it in 11 quarters since.
BIP Wealth's Royal Bank of Canada position peaked at $660K in Q4 2025.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.