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Opal Wealth Advisors’s RBC Bearings RBC Stock Holding History

Opal Wealth Advisors’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 		– Sell
-46
Closed -$25K – 497
2026
Q1 		$25K Buy
+46
New +$24.4K 0.01% 552
2025
Q3 		– Sell
-66
Closed -$25.4K – 470
2025
Q2 		$25.4K Buy
66
+1
+2% +$353 0.01% 510
2025
Q1 		$20.9K Buy
+65
New +$21.9K 0.01% 520
2024
Q3 		– Sell
-152
Closed -$41K – 948
2024
Q2 		$41K Buy
+152
New +$40.8K 0.01% 380

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

Opal Wealth Advisors's RBC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of RBC Bearings (RBC) in Q2 2026, closing a stake of 46 shares — an estimated $25K sold.

Opal Wealth Advisors first reported a position in RBC in Q2 2024 and held it in 4 quarters. The position peaked at $41K in Q2 2024. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining RBC Bearings position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 46 RBC Bearings shares in Q2 2026, an estimated $25K.
  • Opal Wealth Advisors first reported a position in RBC Bearings in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's RBC Bearings position peaked at $41K in Q2 2024.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.