CCWM
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Cassaday & Co Wealth Management’s RBC Bearings RBC Stock Holding History

Cassaday & Co 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 		$645 Hold
1
– – ﹤0.01% 1113
2026
Q1 		$544 Buy
+1
New +$531 ﹤0.01% 1183

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

Cassaday & Co Wealth Management's RBC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its RBC Bearings (RBC) position steady in Q2 2026 at 1 share worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Cassaday & Co Wealth Management first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of RBC Bearings worth $645 as of Q2 2026.
  • Cassaday & Co Wealth Management left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1113 holding.
  • Cassaday & Co Wealth Management first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.