BIP Wealth, LLC

Position in RY — Royal Bank Of Canada

CIK 1590214 ATLANTA, GA

Position in RY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$719,841

+$150,214 QoQ

Shares Held

3,478

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#517

of 982 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. RY ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,948	$4,892,928
2	BAC	Bank Of America Corp /De/	36,416	$2,074,983
3	WFC	Wells Fargo & Company/Mn	11,054	$913,502
4	RY	Royal Bank Of Canada This page	3,478	$719,841
5	C	Citigroup Inc	4,577	$640,596
6	BNY	Bank of New York Mellon Corp	1,506	$217,782
7	SAN	Banco Santander, S.A.	12,609	$174,004

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,841	3,478	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$569,627	3,521	-9.0%	Shares	Sole	2026-04-27
2025-12-31	$659,966	3,871	+32.5%	Shares	Sole	2026-01-21
2025-06-30	$384,257	2,921	0.0%	Shares	Sole	2025-07-31
2025-03-31	$329,255	2,921	0.0%	Shares	Sole	2025-05-02
2024-12-31	$352,009	2,921	0.0%	Shares	Sole	2025-02-14
2024-09-30	$364,336	2,921	0.0%	Shares	Sole	2024-11-07
2024-03-31	$294,670	2,921	0.0%	Shares	Sole	2024-05-08
2023-12-31	$295,400	2,921	0.0%	Shares	Sole	2024-02-02
2023-09-30	$255,412	2,921	-6.8%	Shares	Sole	2023-11-09
2023-06-30	$299,232	3,133	0.0%	Shares	Sole	2023-07-27
2023-03-31	$299,452	3,133	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.