BridgePort Financial Solutions’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$233K Buy
1,439
+12
+0.8% +$2.01K 0.07% 208
2025
Q4
$243K Hold
1,427
0.07% 210
2025
Q3
$210K Buy
+1,427
New +$197K 0.06% 224

Other funds holding RY

BridgePort Financial Solutions's RY Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Royal Bank of Canada (RY) stake by 0.84% in Q1 2026, buying an estimated $2.01K and bringing the position to 1,439 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #208.

BridgePort Financial Solutions first reported a position in RY in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • BridgePort Financial Solutions held 1,439 shares of Royal Bank of Canada worth $233K as of Q1 2026.
  • BridgePort Financial Solutions bought 12 Royal Bank of Canada shares in Q1 2026, an estimated $2.01K.
  • Royal Bank of Canada made up 0.07% of BridgePort Financial Solutions's portfolio in Q1 2026, its #208 holding.
  • BridgePort Financial Solutions first reported a position in Royal Bank of Canada in Q3 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's Royal Bank of Canada position peaked at $243K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.