AWS
RBC icon

Atria Wealth Solutions’s RBC Bearings RBC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$479K Sell
1,245
-43
-3% -$15.2K 0.01% 929
2025
Q1 		$414K Buy
+1,288
New +$434K 0.01% 1287

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atria Wealth Solutions's RBC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its RBC Bearings (RBC) stake by 3.3% in Q2 2025, selling an estimated $15.2K and leaving 1,245 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #929.

Atria Wealth Solutions first reported a position in RBC in Q1 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

  • Atria Wealth Solutions held 1,245 shares of RBC Bearings worth $479K as of Q2 2025.
  • Atria Wealth Solutions sold 43 RBC Bearings shares in Q2 2025, an estimated $15.2K.
  • RBC Bearings made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #929 holding.
  • Atria Wealth Solutions first reported a position in RBC Bearings in Q1 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.