IWC
RBC icon

Integrated Wealth Concepts’s RBC Bearings RBC Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.74M Buy
3,202
+1,777
+125% +$943K 0.01% 820
2025
Q4 		$639K Sell
1,425
-154
-10% -$65.2K 0.01% 972
2025
Q3 		$616K Buy
1,579
+559
+55% +$218K 0.01% 1238
2025
Q2 		$392K Sell
1,020
-209
-17% -$73.8K ﹤0.01% 1413
2025
Q1 		$395K Buy
1,229
+303
+33% +$102K ﹤0.01% 1259
2024
Q4 		$277K Sell
926
-2
-0.2% -$616 ﹤0.01% 1416
2024
Q3 		$278K Buy
928
+1
+0.1% +$288 ﹤0.01% 1391
2024
Q2 		$250K Hold
927
– – ﹤0.01% 1423
2024
Q1 		$251K Hold
927
– – ﹤0.01% 1413
2023
Q4 		$264K Sell
927
-25
-3% -$6.13K ﹤0.01% 1326
2023
Q3 		$223K Sell
952
-15
-2% -$3.4K ﹤0.01% 1368
2023
Q2 		$210K Sell
967
-35
-3% -$7.59K ﹤0.01% 1402
2023
Q1 		$233K Buy
+1,002
New +$231K ﹤0.01% 1169

Other funds holding RBC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return