MWPCG
RBC icon

Measured Wealth Private Client Group’s RBC Bearings RBC Stock Holding History

Measured Wealth Private Client Group’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 		$95.3K Sell
148
-8
-5% -$4.76K 0.02% 251
2026
Q1 		$84.7K Buy
156
+11
+8% +$5.84K 0.02% 245
2025
Q4 		$65K Buy
145
+5
+4% +$2.12K 0.02% 286
2025
Q3 		$54.6K Buy
+140
New +$54.5K 0.01% 290

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

Measured Wealth Private Client Group's RBC Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its RBC Bearings (RBC) stake by 5.1% in Q2 2026, selling an estimated $4.76K and leaving 148 shares worth $95.3K. The position accounts for 0.02% of the portfolio, ranked #251.

Measured Wealth Private Client Group first reported a position in RBC in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Measured Wealth Private Client Group held 148 shares of RBC Bearings worth $95.3K as of Q2 2026.
  • Measured Wealth Private Client Group sold 8 RBC Bearings shares in Q2 2026, an estimated $4.76K.
  • RBC Bearings made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #251 holding.
  • Measured Wealth Private Client Group first reported a position in RBC Bearings in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.