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True Wealth Design’s RBC Bearings RBC Stock Holding History

True Wealth Design’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 		$81.2K Buy
126
+81
+180% +$48.2K 0.02% 320
2026
Q1 		$24.4K Buy
45
+23
+105% +$12.2K 0.01% 635
2025
Q4 		$9.87K Buy
22
+20
+1,000% +$8.47K ﹤0.01% 872
2025
Q3 		$781 Hold
2
– – ﹤0.01% 1840
2025
Q2 		$770 Hold
2
– – ﹤0.01% 1576
2025
Q1 		$644 Buy
+2
New +$675 ﹤0.01% 1451

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

True Wealth Design's RBC Position: Q2 2026 in Review

True Wealth Design increased its RBC Bearings (RBC) stake by 180% in Q2 2026, buying an estimated $48.2K and bringing the position to 126 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #320.

True Wealth Design first reported a position in RBC in Q1 2025 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • True Wealth Design held 126 shares of RBC Bearings worth $81.2K as of Q2 2026.
  • True Wealth Design bought 81 RBC Bearings shares in Q2 2026, an estimated $48.2K.
  • RBC Bearings made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #320 holding.
  • True Wealth Design first reported a position in RBC Bearings in Q1 2025 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.