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Sagespring Wealth Partners’s RBC Bearings RBC Stock Holding History

Sagespring Wealth 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
Q2 		$218K Sell
339
-43
-11% -$25.6K ﹤0.01% 801
2026
Q1 		$207K Buy
+382
New +$203K ﹤0.01% 772
2025
Q3 		– Sell
-684
Closed -$263K – 762
2025
Q2 		$263K Buy
684
+6
+0.9% +$2.12K 0.01% 618
2025
Q1 		$218K Buy
+678
New +$229K 0.01% 615

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

Sagespring Wealth Partners's RBC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its RBC Bearings (RBC) stake by 11% in Q2 2026, selling an estimated $25.6K and leaving 339 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Sagespring Wealth Partners first reported a position in RBC in Q1 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2025. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Sagespring Wealth Partners held 339 shares of RBC Bearings worth $218K as of Q2 2026.
  • Sagespring Wealth Partners sold 43 RBC Bearings shares in Q2 2026, an estimated $25.6K.
  • RBC Bearings made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #801 holding.
  • Sagespring Wealth Partners first reported a position in RBC Bearings in Q1 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's RBC Bearings position peaked at $263K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.