JFS Wealth Advisors’s RBC Bearings RBC Stock Holding History

JFS 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
2026 Q2	$11.6K	Hold	18	–	–	﹤0.01%	956
2026 Q1	$9.78K	Buy	18 +1	+6%	+$531	﹤0.01%	960
2025 Q4	$7.62K	Buy	17 +6	+55%	+$2.54K	﹤0.01%	1078
2025 Q3	$4.29K	Buy	11 +1	+10%	+$389	﹤0.01%	1183
2025 Q2	$3.85K	Buy	10 +3	+43%	+$1.06K	﹤0.01%	1176
2025 Q1	$2.25K	Sell	7 -1	-13%	-$337	﹤0.01%	1427
2024 Q4	$2.39K	Buy	8 +1	+14%	+$308	﹤0.01%	1402
2024 Q3	$2.1K	Hold	7	–	–	﹤0.01%	1467
2024 Q2	$1.89K	Hold	7	–	–	﹤0.01%	1453
2024 Q1	$1.89K	Hold	7	–	–	﹤0.01%	1464
2023 Q4	$2K	Buy	7 +2	+40%	+$490	﹤0.01%	1437
2023 Q3	$1.17K	Buy	5 +4	+400%	+$907	﹤0.01%	1552
2023 Q2	$218	Hold	1	–	–	﹤0.01%	1871
2023 Q1	$233	Hold	1	–	–	﹤0.01%	1809
2022 Q4	$209	Buy	+1	New	+$228	﹤0.01%	1827
2022 Q1	–	Sell	-6	Closed	-$1K	–	1937
2021 Q4	$1K	Buy	+6	New	+$1.29K	﹤0.01%	1527

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's RBC Position: Q2 2026 in Review

JFS Wealth Advisors held its RBC Bearings (RBC) position steady in Q2 2026 at 18 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

JFS Wealth Advisors first reported a position in RBC in Q4 2021 and has held it in 16 quarters since. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

JFS Wealth Advisors held 18 shares of RBC Bearings worth $11.6K as of Q2 2026.
JFS Wealth Advisors left its RBC Bearings share count unchanged in Q2 2026.
RBC Bearings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #956 holding.
JFS Wealth Advisors first reported a position in RBC Bearings in Q4 2021 and has held it in 16 quarters since.
688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.