JFA
RBC icon

JNBA Financial Advisors’s RBC Bearings RBC Stock Holding History

JNBA Financial 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
Q1 		$5.97K Buy
+11
New +$5.84K ﹤0.01% 572
2025
Q1 		– Sell
-6
Closed -$1.79K – 674
2024
Q4 		$1.79K Hold
6
– – ﹤0.01% 595
2024
Q3 		$1.8K Hold
6
– – ﹤0.01% 605
2024
Q2 		$1.62K Hold
6
– – ﹤0.01% 587
2024
Q1 		$1.62K Hold
6
– – ﹤0.01% 612
2023
Q4 		$1.71K Hold
6
– – ﹤0.01% 623
2023
Q3 		$1.41K Hold
6
– – ﹤0.01% 645
2023
Q2 		$1.3K Hold
6
– – ﹤0.01% 639
2023
Q1 		$1.4K Buy
+6
New +$1.38K ﹤0.01% 638
2016
Q4 		– Sell
-130
Closed -$10K – 1130
2016
Q3 		$10K Buy
+130
New +$9.94K ﹤0.01% 1026

Other funds holding RBC

BlackRock
BlackRock New York $5.7T 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 $61.3B AUM 26.25% 1-Year Est. Return