MWM
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Mission Wealth Management’s RBC Bearings RBC Stock Holding History

Mission 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
2026
Q2 		$600K Buy
+931
New +$554K 0.01% 621

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

Mission Wealth Management's RBC Position: Q2 2026 in Review

Mission Wealth Management opened a new position in RBC Bearings (RBC) in Q2 2026: 931 shares worth $600K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Mission Wealth Management held 931 shares of RBC Bearings worth $600K as of Q2 2026.
  • RBC Bearings was a new Mission Wealth Management position in Q2 2026.
  • RBC Bearings made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #621 holding.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.