HWA
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HHM Wealth Advisors’s RBC Bearings RBC Stock Holding History

HHM 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
Q2 		– Sell
-2
Closed -$644 – 926
2025
Q1 		$644 Hold
2
– – ﹤0.01% 870
2024
Q4 		$599 Buy
+2
New +$616 ﹤0.01% 907

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HHM Wealth Advisors's RBC Position: Q2 2025 in Review

HHM Wealth Advisors sold out of RBC Bearings (RBC) in Q2 2025, closing a stake of 2 shares — an estimated $644 sold.

HHM Wealth Advisors first reported a position in RBC in Q4 2024 and held it in 2 quarters. The position peaked at $644 in Q1 2025. 457 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

  • HHM Wealth Advisors reported no remaining RBC Bearings position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 2 RBC Bearings shares in Q2 2025, an estimated $644.
  • HHM Wealth Advisors first reported a position in RBC Bearings in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's RBC Bearings position peaked at $644 in Q1 2025.
  • 457 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.