PWA
RBC icon

Provenance Wealth Advisors’s RBC Bearings RBC Stock Holding History

Provenance 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
Q1 		$3.8K Hold
7
– – ﹤0.01% 354
2025
Q4 		$3.14K Hold
7
– – ﹤0.01% 358
2025
Q3 		$2.73K Hold
7
– – ﹤0.01% 384
2025
Q2 		$2.69K Hold
7
– – ﹤0.01% 372
2025
Q1 		$2.25K Hold
7
– – ﹤0.01% 396
2024
Q4 		$2.09K Hold
7
– – ﹤0.01% 419
2024
Q3 		$2.1K Hold
7
– – ﹤0.01% 454
2024
Q2 		$1.89K Hold
7
– – ﹤0.01% 379
2024
Q1 		$1.89K Hold
7
– – ﹤0.01% 414
2023
Q4 		$1.99K Hold
7
– – ﹤0.01% 455
2023
Q3 		$1.64K Buy
+7
New +$1.59K ﹤0.01% 342

Other funds holding RBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return