HWM
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HB Wealth Management’s RBC Bearings RBC Stock Holding History

HB 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 		$1.41M Buy
2,186
+640
+41% +$381K 0.01% 597
2026
Q1 		$840K Buy
1,546
+483
+45% +$256K 0.01% 737
2025
Q4 		$477K Buy
1,063
+326
+44% +$138K ﹤0.01% 926
2025
Q3 		$288K Buy
737
+122
+20% +$47.5K ﹤0.01% 1098
2025
Q2 		$237K Buy
+615
New +$217K ﹤0.01% 1040

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

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

HB Wealth Management increased its RBC Bearings (RBC) stake by 41% in Q2 2026, buying an estimated $381K and bringing the position to 2,186 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #597.

HB Wealth Management first reported a position in RBC in Q2 2025 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • HB Wealth Management held 2,186 shares of RBC Bearings worth $1.41M as of Q2 2026.
  • HB Wealth Management bought 640 RBC Bearings shares in Q2 2026, an estimated $381K.
  • RBC Bearings made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #597 holding.
  • HB Wealth Management first reported a position in RBC Bearings in Q2 2025 and has held it in 5 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.