MBL Wealth’s RBC Bearings RBC Stock Holding History

MBL Wealth’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 Q3	–	Sell	-343	Closed	-$221K	–	616
2026 Q2	$221K	Buy	+343	New	+$204K	0.02%	356

Other funds holding RBC

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

MBL Wealth's RBC Position: Q3 2026 in Review

MBL Wealth sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 343 shares — an estimated $221K sold.

MBL Wealth first reported a position in RBC in Q2 2026 and held it in 1 quarter. The position peaked at $221K in Q2 2026. 444 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

MBL Wealth reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
MBL Wealth sold 343 RBC Bearings shares in Q3 2026, an estimated $221K.
MBL Wealth first reported a position in RBC Bearings in Q2 2026 and held it in 1 quarter.
MBL Wealth's RBC Bearings position peaked at $221K in Q2 2026.
444 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.