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Essential Partners’s RBC Bearings RBC Stock Holding History

Essential 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 		$162K Sell
324
-184
-36% -$99.3K 0.07% 299
2026
Q2 		$327K Buy
508
+220
+76% +$131K 0.15% 142
2026
Q1 		$156K Buy
288
+2
+0.7% +$1.06K 0.05% 324
2025
Q4 		$128K Buy
286
+284
+14,200% +$120K 0.04% 388
2025
Q3 		$781 Hold
2
– – ﹤0.01% 2094
2025
Q2 		$770 Buy
+2
New +$706 ﹤0.01% 1575

Other funds holding RBC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 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
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Essential Partners's RBC Position: Q3 2026 in Review

Essential Partners reduced its RBC Bearings (RBC) stake by 36% in Q3 2026, selling an estimated $99.3K and leaving 324 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #299.

Essential Partners first reported a position in RBC in Q2 2025 and has held it in 6 quarters since. The position peaked at $327K in Q2 2026. 34 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Essential Partners held 324 shares of RBC Bearings worth $162K as of Q3 2026.
  • Essential Partners sold 184 RBC Bearings shares in Q3 2026, an estimated $99.3K.
  • RBC Bearings made up 0.07% of Essential Partners's portfolio in Q3 2026, its #299 holding.
  • Essential Partners first reported a position in RBC Bearings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's RBC Bearings position peaked at $327K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.