EverSource Wealth Advisors’s RBC Bearings RBC Stock Holding History

EverSource Wealth Advisors’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	$268K	Buy	493 +183	+59%	+$97.1K	0.01%	903
2025 Q4	$139K	Buy	310 +188	+154%	+$79.6K	0.01%	1145
2025 Q3	$47.6K	Buy	122 +26	+27%	+$10.1K	﹤0.01%	1750
2025 Q2	$36.9K	Buy	96 +53	+123%	+$18.7K	﹤0.01%	1820
2025 Q1	$13.8K	Buy	43 +20	+87%	+$6.75K	﹤0.01%	1910
2024 Q4	$6.88K	Buy	23 +9	+64%	+$2.77K	﹤0.01%	2190
2024 Q3	$4.19K	Hold	14	–	–	﹤0.01%	2292
2024 Q2	$4.07K	Sell	14 -1	-7%	-$269	﹤0.01%	2288
2024 Q1	$3.67K	Buy	15 +5	+50%	+$1.35K	﹤0.01%	2184
2023 Q4	$2.85K	Hold	10	–	–	﹤0.01%	2073
2023 Q3	$2.34K	Hold	10	–	–	﹤0.01%	1961
2023 Q2	$2.17K	Hold	10	–	–	﹤0.01%	2002
2023 Q1	$2.33K	Hold	10	–	–	﹤0.01%	1893
2022 Q4	$2.09K	Hold	10	–	–	﹤0.01%	1900
2022 Q3	$2K	Sell	10 -24	-71%	-$5.53K	﹤0.01%	1715
2022 Q2	$6K	Hold	34	–	–	﹤0.01%	1216
2022 Q1	$7K	Buy	+34	New	+$6.49K	﹤0.01%	1145

Other funds holding RBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $61.3B AUM 26.25% 1-Year Est. Return