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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
2024
Q2 		– Sell
-1,901
Closed -$514K – 235
2024
Q1 		$514K Buy
+1,901
New +$513K 0.08% 86

Other funds holding RBC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Curated Wealth Partners's RBC Position: Q2 2026 in Review

Curated Wealth Partners increased its RBC Bearings (RBC) stake by 1,500% in Q2 2026, buying an estimated $17.3M and bringing the position to 30,997 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #280.

Curated Wealth Partners first reported a position in RBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2026. 54 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Curated Wealth Partners held 30,997 shares of RBC Bearings worth $490K as of Q2 2026.
  • Curated Wealth Partners bought 29,060 RBC Bearings shares in Q2 2026, an estimated $17.3M.
  • RBC Bearings made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #280 holding.
  • Curated Wealth Partners first reported a position in RBC Bearings in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's RBC Bearings position peaked at $1.05M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.