Accurate Wealth Management
RBC icon

Accurate Wealth Management’s RBC Bearings RBC Stock Holding History

Accurate Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$487K Buy
954
+149
+19% +$80.4K 0.04% 376
2026
Q2 		$479K Buy
805
+83
+11% +$49.4K 0.05% 359
2026
Q1 		$432K Buy
+722
New +$383K 0.05% 345
2023
Q1 		– Sell
-5
Closed -$1.06K – 1144
2022
Q4 		$1.06K Buy
+5
New +$1.14K ﹤0.01% 1354

Other funds holding RBC

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Accurate Wealth Management's RBC Position: Q3 2026 in Review

Accurate Wealth Management increased its RBC Bearings (RBC) stake by 19% in Q3 2026, buying an estimated $80.4K and bringing the position to 954 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #376.

Accurate Wealth Management first reported a position in RBC in Q4 2022 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Accurate Wealth Management held 954 shares of RBC Bearings worth $487K as of Q3 2026.
  • Accurate Wealth Management bought 149 RBC Bearings shares in Q3 2026, an estimated $80.4K.
  • RBC Bearings made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Accurate Wealth Management first reported a position in RBC Bearings in Q4 2022 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.