Kolinsky Wealth Management’s RBC Bearings RBC Stock Holding History

Kolinsky 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
2024 Q4	$361K	Hold	1,207	–	–	0.22%	96
2024 Q3	$361K	Buy	1,207 +2	+0.2%	+$575	0.24%	99
2024 Q2	$325K	Hold	1,205	–	–	0.23%	100
2024 Q1	$326K	Buy	1,205 +2	+0.2%	+$540	0.25%	99
2023 Q4	$343K	Sell	1,203 -17	-1%	-$4.17K	0.3%	83
2023 Q3	$286K	Buy	1,220 +14	+1%	+$3.18K	0.28%	83
2023 Q2	$262K	Buy	1,206 +80	+7%	+$17.3K	0.25%	101
2023 Q1	$262K	Buy	+1,126	New	+$259K	0.28%	94
2022 Q4	–	Sell	-1,111	Closed	-$231K	–	133
2022 Q3	$231K	Buy	1,111 +5	+0.5%	+$1.15K	0.29%	96
2022 Q2	$205K	Hold	1,106	–	–	0.24%	112
2022 Q1	$214K	Sell	1,106 -134	-11%	-$25.6K	0.21%	127
2021 Q4	$250K	Buy	+1,240	New	+$266K	0.23%	117

Other funds holding RBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kolinsky Wealth Management's RBC Position: Q4 2024 in Review

Kolinsky Wealth Management held its RBC Bearings (RBC) position steady in Q4 2024 at 1,207 shares worth $361K. The position accounts for 0.22% of the portfolio, ranked #96.

Kolinsky Wealth Management first reported a position in RBC in Q4 2021 and has held it in 12 quarters since. The position peaked at $361K in Q3 2024. 399 funds tracked by Wall St. Rank hold RBC as of Q4 2024.

Kolinsky Wealth Management held 1,207 shares of RBC Bearings worth $361K as of Q4 2024.
Kolinsky Wealth Management left its RBC Bearings share count unchanged in Q4 2024.
RBC Bearings made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #96 holding.
Kolinsky Wealth Management first reported a position in RBC Bearings in Q4 2021 and has held it in 12 quarters since.
Kolinsky Wealth Management's RBC Bearings position peaked at $361K in Q3 2024.
399 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.