DiNuzzo Private Wealth’s RBC Bearings RBC Stock Holding History

DiNuzzo Private Wealth’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	$3.87K	Hold	6	–	–	﹤0.01%	475
2026 Q1	$3.26K	Hold	6	–	–	﹤0.01%	488
2025 Q4	$2.69K	Hold	6	–	–	﹤0.01%	540
2025 Q3	$2.34K	Hold	6	–	–	﹤0.01%	583
2025 Q2	$2.31K	Buy	6 +2	+50%	+$706	﹤0.01%	576
2025 Q1	$1.29K	Buy	4 +2	+100%	+$675	﹤0.01%	743
2024 Q4	$599	Buy	2 +1	+100%	+$308	﹤0.01%	1023
2024 Q3	$300	Hold	1	–	–	﹤0.01%	1242
2024 Q2	$270	Hold	1	–	–	﹤0.01%	1213
2024 Q1	$271	Hold	1	–	–	﹤0.01%	1152
2023 Q4	$285	Buy	+1	New	+$245	﹤0.01%	1142

Other funds holding RBC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return