Next Level Wealth Planning’s RBC Bearings RBC Stock Holding History

Next Level Wealth Planning’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	$104K	Buy	+209	New	+$113K	0.04%	109

Other funds holding RBC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's RBC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in RBC Bearings (RBC) in Q3 2026: 209 shares worth $104K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings.

276 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

Next Level Wealth Planning held 209 shares of RBC Bearings worth $104K as of Q3 2026.
RBC Bearings was a new Next Level Wealth Planning position in Q3 2026.
RBC Bearings made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #109 holding.
276 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.