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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
-16
Closed -$6.16K – 679
2025
Q2 		$6.16K Buy
16
+14
+700% +$4.94K ﹤0.01% 581
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 $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $63.1B AUM 35.51% 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 16 shares — an estimated $6.16K sold.

Kestra Investment Management first reported a position in RBC in Q1 2025 and held it in 2 quarters. The position peaked at $6.16K in Q2 2025. 478 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 16 RBC Bearings shares in Q3 2025, an estimated $6.16K.
  • 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 $6.16K in Q2 2025.
  • 478 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.