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Paragon Private Wealth Management’s RBC Bearings RBC Stock Holding History

Paragon Private Wealth Management’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 		$247K Sell
384
-9
-2% -$5.36K 0.06% 208
2026
Q1 		$213K Buy
+393
New +$209K 0.07% 208

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

Paragon Private Wealth Management's RBC Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its RBC Bearings (RBC) stake by 2.3% in Q2 2026, selling an estimated $5.36K and leaving 384 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #208.

Paragon Private Wealth Management first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Paragon Private Wealth Management held 384 shares of RBC Bearings worth $247K as of Q2 2026.
  • Paragon Private Wealth Management sold 9 RBC Bearings shares in Q2 2026, an estimated $5.36K.
  • RBC Bearings made up 0.06% of Paragon Private Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Paragon Private Wealth Management first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.