FWA
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FSC Wealth Advisors’s RBC Bearings RBC Stock Holding History

FSC 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
2025
Q1 		– Sell
-9
Closed -$2.69K – 306
2024
Q4 		$2.69K Hold
9
– – ﹤0.01% 248
2024
Q3 		$2.69K Hold
9
– – ﹤0.01% 239
2024
Q2 		$2.43K Buy
+9
New +$2.42K ﹤0.01% 248

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

FSC Wealth Advisors's RBC Position: Q1 2025 in Review

FSC Wealth Advisors sold out of RBC Bearings (RBC) in Q1 2025, closing a stake of 9 shares — an estimated $2.69K sold.

FSC Wealth Advisors first reported a position in RBC in Q2 2024 and held it in 3 quarters. The position peaked at $2.69K in Q3 2024. 438 funds tracked by Wall St. Rank hold RBC as of Q1 2025.

  • FSC Wealth Advisors reported no remaining RBC Bearings position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 9 RBC Bearings shares in Q1 2025, an estimated $2.69K.
  • FSC Wealth Advisors first reported a position in RBC Bearings in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's RBC Bearings position peaked at $2.69K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.