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Elevation Wealth Partners’s RBC Bearings RBC Stock Holding History

Elevation 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 		– Sell
-14
Closed -$9.02K – 1394
2026
Q2 		$9.02K Buy
+14
New +$8.33K ﹤0.01% 837

Other funds holding RBC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Elevation Wealth Partners sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 14 shares — an estimated $9.02K sold.

Elevation Wealth Partners first reported a position in RBC in Q2 2026 and held it in 1 quarter. The position peaked at $9.02K in Q2 2026. 19 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Elevation Wealth Partners reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 14 RBC Bearings shares in Q3 2026, an estimated $9.02K.
  • Elevation Wealth Partners first reported a position in RBC Bearings in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's RBC Bearings position peaked at $9.02K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.