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Pinnacle Wealth Planning Services’s RBC Bearings RBC Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$10.9K Hold
17
– – ﹤0.01% 2032
2026
Q1 		$9.23K Buy
17
+1
+6% +$531 ﹤0.01% 2031
2025
Q4 		$7.17K Buy
+16
New +$6.78K ﹤0.01% 2156
2021
Q1 		– Sell
-289
Closed -$52K – 1574
2020
Q4 		$52K Buy
+289
New +$44.1K 0.01% 778

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

Pinnacle Wealth Planning Services's RBC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its RBC Bearings (RBC) position steady in Q2 2026 at 17 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Pinnacle Wealth Planning Services first reported a position in RBC in Q4 2020 and has held it in 4 quarters since. The position peaked at $52K in Q4 2020. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of RBC Bearings worth $10.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2032 holding.
  • Pinnacle Wealth Planning Services first reported a position in RBC Bearings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RBC Bearings position peaked at $52K in Q4 2020.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.