Planning Strategies
RBC icon

Planning Strategies’s RBC Bearings RBC Stock Holding History

Planning Strategies’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
Q3 		$499 Hold
1
– – ﹤0.01% 937
2026
Q2 		$644 Buy
+1
New +$595 ﹤0.01% 814

Other funds holding RBC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Planning Strategies's RBC Position: Q3 2026 in Review

Planning Strategies held its RBC Bearings (RBC) position steady in Q3 2026 at 1 share worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Planning Strategies first reported a position in RBC in Q2 2026 and has held it in 2 quarters since. The position peaked at $644 in Q2 2026. 490 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Planning Strategies held 1 share of RBC Bearings worth $499 as of Q3 2026.
  • Planning Strategies left its RBC Bearings share count unchanged in Q3 2026.
  • RBC Bearings made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #937 holding.
  • Planning Strategies first reported a position in RBC Bearings in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's RBC Bearings position peaked at $644 in Q2 2026.
  • 490 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.