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SHP Wealth Management’s RBC Bearings RBC Stock Holding History

SHP 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 		$3.22K Buy
5
+4
+400% +$2.38K ﹤0.01% 1262
2026
Q1 		$543 Buy
+1
New +$531 ﹤0.01% 1606

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

SHP Wealth Management's RBC Position: Q2 2026 in Review

SHP Wealth Management increased its RBC Bearings (RBC) stake by 400% in Q2 2026, buying an estimated $2.38K and bringing the position to 5 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

SHP Wealth Management first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • SHP Wealth Management held 5 shares of RBC Bearings worth $3.22K as of Q2 2026.
  • SHP Wealth Management bought 4 RBC Bearings shares in Q2 2026, an estimated $2.38K.
  • RBC Bearings made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • SHP Wealth Management first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.