Creative Planning
RBC icon

Creative Planning’s RBC Bearings RBC Stock Holding History

Creative Planning’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 		$7.98M Buy
12,397
+3,220
+35% +$1.92M ﹤0.01% 1048
2026
Q1 		$4.98M Buy
9,177
+5,080
+124% +$2.7M ﹤0.01% 1204
2025
Q4 		$1.84M Buy
4,097
+2,301
+128% +$974K ﹤0.01% 1787
2025
Q3 		$701K Buy
1,796
+58
+3% +$22.6K ﹤0.01% 2430
2025
Q2 		$669K Sell
1,738
-37
-2% -$13.1K ﹤0.01% 2209
2025
Q1 		$571K Buy
1,775
+149
+9% +$50.3K ﹤0.01% 2171
2024
Q4 		$486K Buy
1,626
+79
+5% +$24.3K ﹤0.01% 2252
2024
Q3 		$463K Buy
1,547
+8
+0.5% +$2.3K ﹤0.01% 2176
2024
Q2 		$415K Sell
1,539
-38
-2% -$10.2K ﹤0.01% 2092
2024
Q1 		$426K Buy
1,577
+120
+8% +$32.4K ﹤0.01% 1966
2023
Q4 		$415K Sell
1,457
-171
-11% -$41.9K ﹤0.01% 1834
2023
Q3 		$381K Buy
1,628
+120
+8% +$27.2K ﹤0.01% 1756
2023
Q2 		$328K Buy
+1,508
New +$327K ﹤0.01% 1840
2017
Q3 		– Sell
-286
Closed -$29K – 3299
2017
Q2 		$29K Hold
286
– – ﹤0.01% 2913
2017
Q1 		$28K Hold
286
– – ﹤0.01% 2889
2016
Q4 		$27K Hold
286
– – ﹤0.01% 2868
2016
Q3 		$22K Hold
286
– – ﹤0.01% 3008
2016
Q2 		$21K Buy
286
+30
+12% +$2.2K ﹤0.01% 2773
2016
Q1 		$19K Sell
256
-125
-33% -$7.92K ﹤0.01% 2797
2015
Q4 		$25K Buy
381
+255
+202% +$17K ﹤0.01% 2676
2015
Q3 		$8K Buy
+126
New +$8.19K ﹤0.01% 3353
2015
Q2 		– Sell
-248
Closed -$19K – 2563
2015
Q1 		$19K Buy
248
+150
+153% +$9.41K ﹤0.01% 2760
2014
Q4 		$6K Hold
98
– – ﹤0.01% 3415
2014
Q3 		$6K Hold
98
– – ﹤0.01% 3216
2014
Q2 		$6K Hold
98
– – ﹤0.01% 3132
2014
Q1 		$6K Buy
+98
New +$6.42K ﹤0.01% 3007

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

Creative Planning's RBC Position: Q2 2026 in Review

Creative Planning increased its RBC Bearings (RBC) stake by 35% in Q2 2026, buying an estimated $1.92M and bringing the position to 12,397 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Creative Planning first reported a position in RBC in Q1 2014 and has held it in 26 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Creative Planning held 12,397 shares of RBC Bearings worth $7.98M as of Q2 2026.
  • Creative Planning bought 3,220 RBC Bearings shares in Q2 2026, an estimated $1.92M.
  • RBC Bearings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1048 holding.
  • Creative Planning first reported a position in RBC Bearings in Q1 2014 and has held it in 26 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.