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SVB Wealth’s RBC Bearings RBC Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-344
Closed -$111K – 1359
2025
Q1 		$111K Buy
+344
New +$116K ﹤0.01% 389
2023
Q2 		– Sell
-984
Closed -$229K – 991
2023
Q1 		$229K Sell
984
-43
-4% -$9.9K ﹤0.01% 834
2022
Q4 		$215K Sell
1,027
-200
-16% -$45.7K ﹤0.01% 889
2022
Q3 		$255K Buy
+1,227
New +$283K ﹤0.01% 753

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SVB Wealth's RBC Position: Q2 2025 in Review

SVB Wealth sold out of RBC Bearings (RBC) in Q2 2025, closing a stake of 344 shares — an estimated $111K sold.

SVB Wealth first reported a position in RBC in Q3 2022 and held it in 4 quarters. The position peaked at $255K in Q3 2022. 457 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

  • SVB Wealth reported no remaining RBC Bearings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 344 RBC Bearings shares in Q2 2025, an estimated $111K.
  • SVB Wealth first reported a position in RBC Bearings in Q3 2022 and held it in 4 quarters.
  • SVB Wealth's RBC Bearings position peaked at $255K in Q3 2022.
  • 457 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.