GWM
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Greenline Wealth Management’s RBC Bearings RBC Stock Holding History

Greenline Wealth Management’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 		$234K Buy
+364
New +$217K 0.19% 106
2026
Q1 		– Sell
-200
Closed -$89.7K – 412
2025
Q4 		$89.7K Buy
+200
New +$84.7K 0.09% 147

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 $3.37T AUM 44.26% 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

Greenline Wealth Management's RBC Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in RBC Bearings (RBC) in Q2 2026: 364 shares worth $234K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in RBC as recently as Q4 2025.

Greenline Wealth Management first reported a position in RBC in Q4 2025 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Greenline Wealth Management held 364 shares of RBC Bearings worth $234K as of Q2 2026.
  • RBC Bearings was a new Greenline Wealth Management position in Q2 2026.
  • RBC Bearings made up 0.19% of Greenline Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Greenline Wealth Management first reported a position in RBC Bearings in Q4 2025 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.