Root Financial Partners
RBC icon

Root Financial Partners’s RBC Bearings RBC Stock Holding History

Root Financial Partners’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 		$117K Sell
235
-100
-30% -$54K ﹤0.01% 661
2026
Q2 		$216K Buy
335
+126
+60% +$75K 0.01% 379
2026
Q1 		$114K Buy
209
+107
+105% +$56.8K 0.01% 521
2025
Q4 		$45.7K Buy
102
+10
+11% +$4.24K ﹤0.01% 753
2025
Q3 		$35.9K Buy
+92
New +$35.8K ﹤0.01% 807

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

Root Financial Partners's RBC Position: Q3 2026 in Review

Root Financial Partners reduced its RBC Bearings (RBC) stake by 30% in Q3 2026, selling an estimated $54K and leaving 235 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Root Financial Partners first reported a position in RBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $216K in Q2 2026. 490 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Root Financial Partners held 235 shares of RBC Bearings worth $117K as of Q3 2026.
  • Root Financial Partners sold 100 RBC Bearings shares in Q3 2026, an estimated $54K.
  • RBC Bearings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #661 holding.
  • Root Financial Partners first reported a position in RBC Bearings in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's RBC Bearings position peaked at $216K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.