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Diversify Wealth Management’s RBC Bearings RBC Stock Holding History

Diversify 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 		$1.08M Sell
1,848
-382
-17% -$227K 0.02% 604
2026
Q1 		$1.3M Buy
2,230
+425
+24% +$226K 0.02% 509
2025
Q4 		$884K Sell
1,805
-45
-2% -$19.1K 0.04% 343
2025
Q3 		$793K Sell
1,850
-115
-6% -$44.8K 0.05% 308
2025
Q2 		$796K Sell
1,965
-143
-7% -$50.5K 0.05% 305
2025
Q1 		$694K Sell
2,108
-207
-9% -$69.8K 0.05% 292
2024
Q4 		$681K Sell
2,315
-138
-6% -$42.5K 0.05% 286
2024
Q3 		$704K Sell
2,453
-200
-8% -$57.5K 0.07% 239
2024
Q2 		$728K Buy
+2,653
New +$713K 0.09% 206

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its RBC Bearings (RBC) stake by 17% in Q2 2026, selling an estimated $227K and leaving 1,848 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #604.

Diversify Wealth Management first reported a position in RBC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q1 2026. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Diversify Wealth Management held 1,848 shares of RBC Bearings worth $1.08M as of Q2 2026.
  • Diversify Wealth Management sold 382 RBC Bearings shares in Q2 2026, an estimated $227K.
  • RBC Bearings made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Diversify Wealth Management first reported a position in RBC Bearings in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's RBC Bearings position peaked at $1.3M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.