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Nicolet Advisory Services’s RBC Bearings RBC Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$1.42M Sell
2,910
-27
-0.9% -$11.4K 0.1% 104
2025
Q3 		$1.1M Buy
2,937
+153
+5% +$59.6K 0.09% 117
2025
Q2 		$1.11M Hold
2,784
– – 0.09% 112
2025
Q1 		$905K Buy
2,784
+128
+5% +$43.2K 0.09% 118
2024
Q4 		$782K Buy
2,656
+243
+10% +$74.8K 0.07% 145
2024
Q3 		$703K Buy
2,413
+144
+6% +$41.4K 0.07% 156
2024
Q2 		$640K Buy
2,269
+507
+29% +$136K 0.06% 154
2024
Q1 		$471K Buy
1,762
+585
+50% +$158K 0.05% 189
2023
Q4 		$319K Buy
1,177
+228
+24% +$55.9K 0.03% 237
2023
Q3 		$224K Buy
+949
New +$215K 0.02% 277

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Nicolet Advisory Services's RBC Position: Q4 2025 in Review

Nicolet Advisory Services reduced its RBC Bearings (RBC) stake by 0.92% in Q4 2025, selling an estimated $11.4K and leaving 2,910 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #104.

Nicolet Advisory Services first reported a position in RBC in Q3 2023 and has held it in 10 quarters since. 533 funds tracked by Wall St. Rank hold RBC as of Q4 2025.

  • Nicolet Advisory Services held 2,910 shares of RBC Bearings worth $1.42M as of Q4 2025.
  • Nicolet Advisory Services sold 27 RBC Bearings shares in Q4 2025, an estimated $11.4K.
  • RBC Bearings made up 0.1% of Nicolet Advisory Services's portfolio in Q4 2025, its #104 holding.
  • Nicolet Advisory Services first reported a position in RBC Bearings in Q3 2023 and has held it in 10 quarters since.
  • 533 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.