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Congress Wealth Management’s RBC Bearings RBC Stock Holding History

Congress 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
2024
Q4 		– Sell
-759
Closed -$227K – 917
2024
Q3 		$227K Buy
+759
New +$218K ﹤0.01% 799

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Congress Wealth Management's RBC Position: Q4 2024 in Review

Congress Wealth Management sold out of RBC Bearings (RBC) in Q4 2024, closing a stake of 759 shares — an estimated $227K sold.

Congress Wealth Management first reported a position in RBC in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 398 funds tracked by Wall St. Rank hold RBC as of Q4 2024.

  • Congress Wealth Management reported no remaining RBC Bearings position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 759 RBC Bearings shares in Q4 2024, an estimated $227K.
  • Congress Wealth Management first reported a position in RBC Bearings in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's RBC Bearings position peaked at $227K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.