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

Modern 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 		$232K Buy
+360
New +$214K ﹤0.01% 980

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

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

Modern Wealth Management opened a new position in RBC Bearings (RBC) in Q2 2026: 360 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

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

  • Modern Wealth Management held 360 shares of RBC Bearings worth $232K as of Q2 2026.
  • RBC Bearings was a new Modern Wealth Management position in Q2 2026.
  • RBC Bearings made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #980 holding.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.