Envestnet Portfolio Solutions
RBC icon

Envestnet Portfolio Solutions’s RBC Bearings RBC Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$898K Sell
1,654
-512
-24% -$272K 0.01% 669
2025
Q4 		$971K Sell
2,166
-83
-4% -$35.1K ﹤0.01% 770
2025
Q3 		$878K Sell
2,249
-1,749
-44% -$681K ﹤0.01% 783
2025
Q2 		$1.54M Sell
3,998
-584
-13% -$206K 0.01% 649
2025
Q1 		$1.47M Buy
4,582
+1,339
+41% +$452K 0.01% 681
2024
Q4 		$970K Buy
3,243
+78
+2% +$24K ﹤0.01% 944
2024
Q3 		$948K Buy
3,165
+769
+32% +$221K ﹤0.01% 922
2024
Q2 		$646K Sell
2,396
-1,196
-33% -$321K ﹤0.01% 1030
2024
Q1 		$971K Sell
3,592
-403
-10% -$109K ﹤0.01% 845
2023
Q4 		$1.14M Buy
3,995
+194
+5% +$47.6K ﹤0.01% 762
2023
Q3 		$890K Buy
+3,801
New +$862K ﹤0.01% 779

Other funds holding RBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return