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Beacon Pointe Advisors’s RBC Bearings RBC Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-624
Closed -$244K – 1552
2025
Q3 		$244K Buy
+624
New +$243K ﹤0.01% 1257
2024
Q3 		– Sell
-1,134
Closed -$306K – 1297
2024
Q2 		$306K Sell
1,134
-188
-14% -$50.5K ﹤0.01% 1042
2024
Q1 		$357K Sell
1,322
-445
-25% -$120K ﹤0.01% 1043
2023
Q4 		$503K Sell
1,767
-268
-13% -$65.7K 0.01% 899
2023
Q3 		$476K Buy
2,035
+1,111
+120% +$252K 0.01% 898
2023
Q2 		$201K Sell
924
-74
-7% -$16K ﹤0.01% 1013
2023
Q1 		$232K Buy
998
+7
+0.7% +$1.61K ﹤0.01% 1018
2022
Q4 		$207K Buy
+991
New +$226K ﹤0.01% 989

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beacon Pointe Advisors's RBC Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of RBC Bearings (RBC) in Q4 2025, closing a stake of 624 shares — an estimated $244K sold.

Beacon Pointe Advisors first reported a position in RBC in Q4 2022 and held it in 8 quarters. The position peaked at $503K in Q4 2023. 532 funds tracked by Wall St. Rank hold RBC as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining RBC Bearings position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 624 RBC Bearings shares in Q4 2025, an estimated $244K.
  • Beacon Pointe Advisors first reported a position in RBC Bearings in Q4 2022 and held it in 8 quarters.
  • Beacon Pointe Advisors's RBC Bearings position peaked at $503K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.