Sheets Smith Wealth Management’s RBC Bearings RBC Stock Holding History

Sheets Smith 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	$2.86M	Sell	4,446 -48	-1%	-$28.6K	0.29%	78
2026 Q1	$2.44M	Sell	4,494 -220	-5%	-$117K	0.27%	82
2025 Q4	$2.11M	Sell	4,714 -335	-7%	-$142K	0.23%	95
2025 Q3	$1.97M	Sell	5,049 -15	-0.3%	-$5.84K	0.22%	97
2025 Q2	$1.95M	Buy	5,064 +44	+0.9%	+$15.5K	0.23%	95
2025 Q1	$1.62M	Sell	5,020 -203	-4%	-$68.5K	0.2%	114
2024 Q4	$1.56M	Sell	5,223 -148	-3%	-$45.6K	0.19%	114
2024 Q3	$1.61M	Sell	5,371 -115	-2%	-$33.1K	0.2%	115
2024 Q2	$1.48M	Hold	5,486	–	–	0.18%	121
2024 Q1	$1.48M	Buy	5,486 +3,470	+172%	+$937K	0.17%	130
2023 Q4	$574K	Buy	2,016 +195	+11%	+$47.8K	0.08%	194
2023 Q3	$426K	Buy	+1,821	New	+$413K	0.06%	219

Other funds holding RBC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return