IWC
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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
Q2 		$1.9M Sell
2,949
-253
-8% -$151K 0.01% 866
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 $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

Integrated Wealth Concepts's RBC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its RBC Bearings (RBC) stake by 7.9% in Q2 2026, selling an estimated $151K and leaving 2,949 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #866.

Integrated Wealth Concepts first reported a position in RBC in Q1 2023 and has held it in 14 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Integrated Wealth Concepts held 2,949 shares of RBC Bearings worth $1.9M as of Q2 2026.
  • Integrated Wealth Concepts sold 253 RBC Bearings shares in Q2 2026, an estimated $151K.
  • RBC Bearings made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #866 holding.
  • Integrated Wealth Concepts first reported a position in RBC Bearings in Q1 2023 and has held it in 14 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.