Curated Wealth Partners
RBC icon

Curated Wealth Partners’s RBC Bearings RBC Stock Holding History

Curated Wealth Partners’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
Q3 		$805K Sell
1,612
-104
-6% -$56.1K 0.07% 171
2026
Q2 		$1.11M Sell
1,716
-221
-11% -$132K 0.13% 61
2026
Q1 		$1.05M Sell
1,937
-206
-10% -$109K 0.13% 62
2025
Q4 		$961K Buy
2,143
+306
+17% +$130K 0.1% 74
2025
Q3 		$717K Buy
1,837
+46
+3% +$17.9K 0.09% 76
2025
Q2 		$689K Sell
1,791
-187
-9% -$66K 0.08% 74
2025
Q1 		$636K Sell
1,978
-11
-0.6% -$3.71K 0.08% 77
2024
Q4 		$595K Buy
1,989
+32
+2% +$9.9K 0.07% 77
2024
Q3 		$586K Sell
1,957
-95
-5% -$27.3K 0.07% 71
2024
Q2 		$554K Buy
+2,052
New +$551K 0.08% 72
2024
Q1 		– Sell
-1,944
Closed -$525K – 239
2023
Q4 		$554K Sell
1,944
-57
-3% -$14K 0.09% 84
2023
Q3 		$468K Hold
2,001
– – 0.09% 78
2023
Q2 		$435K Hold
2,001
– – 0.08% 77
2023
Q1 		$466K Hold
2,001
– – 0.1% 71
2022
Q4 		$419K Hold
2,001
– – 0.1% 71
2022
Q3 		$416K Sell
2,001
-54
-3% -$12.4K 0.12% 70
2022
Q2 		$381K Buy
2,055
+395
+24% +$70.1K 0.11% 83
2022
Q1 		$335K Hold
1,660
– – 0.11% 99
2021
Q4 		$335K Sell
1,660
-346
-17% -$74.3K 0.11% 102
2021
Q3 		$426K Buy
2,006
+314
+19% +$68.2K 0.24% 87
2021
Q2 		$337K Buy
1,692
+72
+4% +$14.2K 0.18% 105
2021
Q1 		$319K Buy
1,620
+142
+10% +$26.7K 0.2% 101
2020
Q4 		$265K Buy
+1,478
New +$226K 0.17% 117

Other funds holding RBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Curated Wealth Partners's RBC Position: Q3 2026 in Review

Curated Wealth Partners reduced its RBC Bearings (RBC) stake by 6.1% in Q3 2026, selling an estimated $56.1K and leaving 1,612 shares worth $805K. The position accounts for 0.07% of the portfolio, ranked #171.

Curated Wealth Partners first reported a position in RBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2026. 436 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Curated Wealth Partners held 1,612 shares of RBC Bearings worth $805K as of Q3 2026.
  • Curated Wealth Partners sold 104 RBC Bearings shares in Q3 2026, an estimated $56.1K.
  • RBC Bearings made up 0.07% of Curated Wealth Partners's portfolio in Q3 2026, its #171 holding.
  • Curated Wealth Partners first reported a position in RBC Bearings in Q4 2020 and has held it in 23 quarters since.
  • Curated Wealth Partners's RBC Bearings position peaked at $1.11M in Q2 2026.
  • 436 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.