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Institute for Wealth Management’s RBC Bearings RBC Stock Holding History

Institute for 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 		$504K Hold
783
– – 0.04% 324
2026
Q1 		$425K Hold
783
– – 0.05% 352
2025
Q4 		$351K Hold
783
– – 0.04% 395
2025
Q3 		$306K Sell
783
-35
-4% -$13.6K 0.03% 448
2025
Q2 		$315K Hold
818
– – 0.04% 424
2025
Q1 		$263K Hold
818
– – 0.03% 447
2024
Q4 		$245K Hold
818
– – 0.03% 447
2024
Q3 		$245K Hold
818
– – 0.03% 470
2024
Q2 		$221K Buy
+818
New +$220K 0.03% 452

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

Institute for Wealth Management's RBC Position: Q2 2026 in Review

Institute for Wealth Management held its RBC Bearings (RBC) position steady in Q2 2026 at 783 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #324.

Institute for Wealth Management first reported a position in RBC in Q2 2024 and has held it in 9 quarters since. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Institute for Wealth Management held 783 shares of RBC Bearings worth $504K as of Q2 2026.
  • Institute for Wealth Management left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Institute for Wealth Management first reported a position in RBC Bearings in Q2 2024 and has held it in 9 quarters since.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.