NW
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NewEdge Wealth’s RBC Bearings RBC Stock Holding History

NewEdge 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
Q2 		$5.11M Buy
7,938
+314
+4% +$187K 0.05% 231
2026
Q1 		$4.14M Sell
7,624
-1,616
-17% -$858K 0.05% 259
2025
Q4 		$4.14M Sell
9,240
-391
-4% -$166K 0.05% 276
2025
Q3 		$4.15M Sell
9,631
-2,220
-19% -$864K 0.06% 239
2025
Q2 		$4.8M Buy
11,851
+2,666
+29% +$941K 0.08% 205
2025
Q1 		$2.96M Sell
9,185
-464
-5% -$156K 0.05% 272
2024
Q4 		$2.89M Sell
9,649
-1,643
-15% -$506K 0.05% 284
2024
Q3 		$3.38M Buy
11,292
+1,569
+16% +$451K 0.06% 270
2024
Q2 		$2.62M Sell
9,723
-14
-0.1% -$3.76K 0.06% 280
2024
Q1 		$2.45M Buy
9,737
+32
+0.3% +$8.64K 0.05% 290
2023
Q4 		$2.76M Sell
9,705
-93
-0.9% -$22.8K 0.07% 242
2023
Q3 		$2.29M Buy
9,798
+15
+0.2% +$3.4K 0.07% 229
2023
Q2 		$2.13M Sell
9,783
-40
-0.4% -$8.67K 0.07% 239
2023
Q1 		$2.29M Sell
9,823
-971
-9% -$224K 0.09% 200
2022
Q4 		$2.26M Buy
10,794
+21
+0.2% +$4.8K 0.1% 197
2022
Q3 		$2.24M Sell
10,773
-59
-0.5% -$13.6K 0.11% 175
2022
Q2 		$2M Buy
10,832
+3,482
+47% +$618K 0.09% 189
2022
Q1 		$1.43M Buy
7,350
+88
+1% +$16.8K 0.06% 191
2021
Q4 		$1.47M Sell
7,262
-11
-0.2% -$2.36K 0.06% 195
2021
Q3 		$1.54M Buy
7,273
+91
+1% +$19.8K 0.09% 147
2021
Q2 		$1.43M Buy
7,182
+782
+12% +$154K 0.11% 147
2021
Q1 		$1.26M Buy
6,400
+3,086
+93% +$580K 0.13% 138
2020
Q4 		$593K Buy
+3,314
New +$506K 0.18% 108

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

NewEdge Wealth's RBC Position: Q2 2026 in Review

NewEdge Wealth increased its RBC Bearings (RBC) stake by 4.1% in Q2 2026, buying an estimated $187K and bringing the position to 7,938 shares worth $5.11M. The position accounts for 0.05% of the portfolio, ranked #231.

NewEdge Wealth first reported a position in RBC in Q4 2020 and has held it in 23 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • NewEdge Wealth held 7,938 shares of RBC Bearings worth $5.11M as of Q2 2026.
  • NewEdge Wealth bought 314 RBC Bearings shares in Q2 2026, an estimated $187K.
  • RBC Bearings made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #231 holding.
  • NewEdge Wealth first reported a position in RBC Bearings in Q4 2020 and has held it in 23 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.