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JPL Wealth Management’s RBC Bearings RBC Stock Holding History

JPL 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 		$13.5K Hold
21
– – ﹤0.01% 526
2026
Q1 		$11.4K Buy
+21
New +$11.1K ﹤0.01% 501
2025
Q4 		– Sell
-13
Closed -$5.08K – 885
2025
Q3 		$5.08K Buy
+13
New +$5.06K ﹤0.01% 664

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

JPL Wealth Management's RBC Position: Q2 2026 in Review

JPL Wealth Management held its RBC Bearings (RBC) position steady in Q2 2026 at 21 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

JPL Wealth Management first reported a position in RBC in Q3 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • JPL Wealth Management held 21 shares of RBC Bearings worth $13.5K as of Q2 2026.
  • JPL Wealth Management left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #526 holding.
  • JPL Wealth Management first reported a position in RBC Bearings in Q3 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.