RWA
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Rooted Wealth Advisors’s RBC Bearings RBC Stock Holding History

Rooted 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
Q2 		$225K Buy
+349
New +$208K 0.06% 134

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

Rooted Wealth Advisors's RBC Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in RBC Bearings (RBC) in Q2 2026: 349 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Rooted Wealth Advisors held 349 shares of RBC Bearings worth $225K as of Q2 2026.
  • RBC Bearings was a new Rooted Wealth Advisors position in Q2 2026.
  • RBC Bearings made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.