AWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accurate Wealth Management's RBC Position: Q2 2026 in Review

Accurate Wealth Management increased its RBC Bearings (RBC) stake by 11% in Q2 2026, buying an estimated $49.4K and bringing the position to 805 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #359.

Accurate Wealth Management first reported a position in RBC in Q4 2022 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Accurate Wealth Management held 805 shares of RBC Bearings worth $479K as of Q2 2026.
  • Accurate Wealth Management bought 83 RBC Bearings shares in Q2 2026, an estimated $49.4K.
  • RBC Bearings made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Accurate Wealth Management first reported a position in RBC Bearings in Q4 2022 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.