RSWM
RBC icon

Robertson Stephens Wealth Management’s RBC Bearings RBC Stock Holding History

Robertson Stephens 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 		$253K Sell
393
-42
-10% -$25K 0.01% 569
2026
Q1 		$236K Buy
+435
New +$231K 0.01% 560
2025
Q1 		– Sell
-838
Closed -$251K – 584
2024
Q4 		$251K Buy
838
+94
+13% +$28.9K 0.01% 503
2024
Q3 		$223K Buy
+744
New +$214K 0.01% 583

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's RBC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its RBC Bearings (RBC) stake by 9.7% in Q2 2026, selling an estimated $25K and leaving 393 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #569.

Robertson Stephens Wealth Management first reported a position in RBC in Q3 2024 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Robertson Stephens Wealth Management held 393 shares of RBC Bearings worth $253K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 42 RBC Bearings shares in Q2 2026, an estimated $25K.
  • RBC Bearings made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Robertson Stephens Wealth Management first reported a position in RBC Bearings in Q3 2024 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.