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Avantax Advisory Services’s RBC Bearings RBC Stock Holding History

Avantax Advisory Services’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 		$2.36M Sell
6,131
-2
-0% -$706 0.01% 719
2025
Q1 		$1.97M Sell
6,133
-544
-8% -$183K 0.01% 749
2024
Q4 		$2M Buy
6,677
+84
+1% +$25.9K 0.01% 710
2024
Q3 		$1.97M Buy
6,593
+23
+0.4% +$6.62K 0.01% 704
2024
Q2 		$1.77M Buy
+6,570
New +$1.76M 0.01% 707

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Advisory Services's RBC Position: Q2 2025 in Review

Avantax Advisory Services reduced its RBC Bearings (RBC) stake by 0.03% in Q2 2025, selling an estimated $706 and leaving 6,131 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #719.

Avantax Advisory Services first reported a position in RBC in Q2 2024 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

  • Avantax Advisory Services held 6,131 shares of RBC Bearings worth $2.36M as of Q2 2025.
  • Avantax Advisory Services sold 2 RBC Bearings shares in Q2 2025, an estimated $706.
  • RBC Bearings made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #719 holding.
  • Avantax Advisory Services first reported a position in RBC Bearings in Q2 2024 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.