EWA
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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
Q2 		$362K Buy
562
+69
+14% +$41.1K 0.01% 711
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
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

EverSource Wealth Advisors's RBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its RBC Bearings (RBC) stake by 14% in Q2 2026, buying an estimated $41.1K and bringing the position to 562 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #711.

EverSource Wealth Advisors first reported a position in RBC in Q1 2022 and has held it in 18 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • EverSource Wealth Advisors held 562 shares of RBC Bearings worth $362K as of Q2 2026.
  • EverSource Wealth Advisors bought 69 RBC Bearings shares in Q2 2026, an estimated $41.1K.
  • RBC Bearings made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #711 holding.
  • EverSource Wealth Advisors first reported a position in RBC Bearings in Q1 2022 and has held it in 18 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.