CWM
RBC icon

Cordatus Wealth Management’s RBC Bearings RBC Stock Holding History

Cordatus 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 		$384K Buy
596
+4
+0.7% +$2.38K 0.08% 131
2026
Q1 		$321K Buy
+592
New +$314K 0.08% 135

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

Cordatus Wealth Management's RBC Position: Q2 2026 in Review

Cordatus Wealth Management increased its RBC Bearings (RBC) stake by 0.68% in Q2 2026, buying an estimated $2.38K and bringing the position to 596 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #131.

Cordatus 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.

  • Cordatus Wealth Management held 596 shares of RBC Bearings worth $384K as of Q2 2026.
  • Cordatus Wealth Management bought 4 RBC Bearings shares in Q2 2026, an estimated $2.38K.
  • RBC Bearings made up 0.08% of Cordatus Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Cordatus 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 Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.