Net Worth Advisory Group
RBC icon

Net Worth Advisory Group’s RBC Bearings RBC Stock Holding History

Net Worth Advisory 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
Q3 		$281K Buy
552
+24
+5% +$12.9K 0.07% 309
2026
Q2 		$340K Buy
528
+66
+14% +$39.3K 0.09% 251
2026
Q1 		$251K Buy
+462
New +$245K 0.05% 357

Other funds holding RBC

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Net Worth Advisory Group's RBC Position: Q3 2026 in Review

Net Worth Advisory Group increased its RBC Bearings (RBC) stake by 4.5% in Q3 2026, buying an estimated $12.9K and bringing the position to 552 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #309.

Net Worth Advisory Group first reported a position in RBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $340K in Q2 2026. 86 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Net Worth Advisory Group held 552 shares of RBC Bearings worth $281K as of Q3 2026.
  • Net Worth Advisory Group bought 24 RBC Bearings shares in Q3 2026, an estimated $12.9K.
  • RBC Bearings made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #309 holding.
  • Net Worth Advisory Group first reported a position in RBC Bearings in Q1 2026 and has held it in 3 quarters since.
  • Net Worth Advisory Group's RBC Bearings position peaked at $340K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.