AWM
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AE Wealth Management’s RBC Bearings RBC Stock Holding History

AE 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 		$223K Sell
347
-764
-69% -$455K ﹤0.01% 1658
2026
Q1 		$603K Buy
1,111
+267
+32% +$142K ﹤0.01% 1014
2025
Q4 		$378K Buy
+844
New +$357K ﹤0.01% 1201

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 $3.38T AUM 44.17% 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

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

AE Wealth Management reduced its RBC Bearings (RBC) stake by 69% in Q2 2026, selling an estimated $455K and leaving 347 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

AE Wealth Management first reported a position in RBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $603K in Q1 2026. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • AE Wealth Management held 347 shares of RBC Bearings worth $223K as of Q2 2026.
  • AE Wealth Management sold 764 RBC Bearings shares in Q2 2026, an estimated $455K.
  • RBC Bearings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1658 holding.
  • AE Wealth Management first reported a position in RBC Bearings in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's RBC Bearings position peaked at $603K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.