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Kestra Investment Management’s RBC Bearings RBC Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-18
Closed -$6.8K – 874
2025
Q2 		$6.8K Buy
18
+16
+800% +$5.65K ﹤0.01% 757
2025
Q1 		$644 Buy
+2
New +$675 ﹤0.01% 849

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kestra Investment Management's RBC Position: Q3 2025 in Review

Kestra Investment Management sold out of RBC Bearings (RBC) in Q3 2025, closing a stake of 18 shares — an estimated $6.8K sold.

Kestra Investment Management first reported a position in RBC in Q1 2025 and held it in 2 quarters. The position peaked at $6.8K in Q2 2025. 477 funds tracked by Wall St. Rank hold RBC as of Q3 2025.

  • Kestra Investment Management reported no remaining RBC Bearings position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 18 RBC Bearings shares in Q3 2025, an estimated $6.8K.
  • Kestra Investment Management first reported a position in RBC Bearings in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's RBC Bearings position peaked at $6.8K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.