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Physician Wealth Advisors’s RBC Bearings RBC Stock Holding History

Physician 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 		$45.7K Buy
71
+2
+3% +$1.19K 0.01% 453
2026
Q1 		$37.5K Hold
69
– – 0.01% 465
2025
Q4 		$30.9K Hold
69
– – ﹤0.01% 484
2025
Q3 		$26.9K Hold
69
– – ﹤0.01% 507
2025
Q2 		$26.6K Hold
69
– – ﹤0.01% 464
2025
Q1 		$22.2K Hold
69
– – ﹤0.01% 467
2024
Q4 		$20.6K Buy
+69
New +$21.2K ﹤0.01% 501

Other funds holding RBC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Physician Wealth Advisors increased its RBC Bearings (RBC) stake by 2.9% in Q2 2026, buying an estimated $1.19K and bringing the position to 71 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #453.

Physician Wealth Advisors first reported a position in RBC in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Physician Wealth Advisors held 71 shares of RBC Bearings worth $45.7K as of Q2 2026.
  • Physician Wealth Advisors bought 2 RBC Bearings shares in Q2 2026, an estimated $1.19K.
  • RBC Bearings made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • Physician Wealth Advisors first reported a position in RBC Bearings in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

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