CWWM
RBC icon

Clear Wave Wealth Management’s RBC Bearings RBC Stock Holding History

Clear Wave 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 		$269K Sell
418
-48
-10% -$28.6K 0.05% 150
2026
Q1 		$253K Buy
+466
New +$247K 0.05% 139

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

Clear Wave Wealth Management's RBC Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its RBC Bearings (RBC) stake by 10% in Q2 2026, selling an estimated $28.6K and leaving 418 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #150.

Clear Wave Wealth Management first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Clear Wave Wealth Management held 418 shares of RBC Bearings worth $269K as of Q2 2026.
  • Clear Wave Wealth Management sold 48 RBC Bearings shares in Q2 2026, an estimated $28.6K.
  • RBC Bearings made up 0.05% of Clear Wave Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Clear Wave Wealth Management first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.