Evolve Private Wealth’s RBC Bearings RBC Stock Holding History

Evolve Private Wealth’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	–	Sell	-450	Closed	-$244K	–	1197
2026 Q1	$244K	Buy	+450	New	+$239K	0.01%	863

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolve Private Wealth's RBC Position: Q2 2026 in Review

Evolve Private Wealth sold out of RBC Bearings (RBC) in Q2 2026, closing a stake of 450 shares — an estimated $244K sold.

Evolve Private Wealth first reported a position in RBC in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Evolve Private Wealth reported no remaining RBC Bearings position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 450 RBC Bearings shares in Q2 2026, an estimated $244K.
Evolve Private Wealth first reported a position in RBC Bearings in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's RBC Bearings position peaked at $244K in Q1 2026.
691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.