True Wealth Design
RBC icon

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
Q3 		$15K Sell
30
-96
-76% -$51.8K ﹤0.01% 923
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 		$9.9K 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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

True Wealth Design's RBC Position: Q3 2026 in Review

True Wealth Design reduced its RBC Bearings (RBC) stake by 76% in Q3 2026, selling an estimated $51.8K and leaving 30 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

True Wealth Design first reported a position in RBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $81.2K in Q2 2026. 77 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • True Wealth Design held 30 shares of RBC Bearings worth $15K as of Q3 2026.
  • True Wealth Design sold 96 RBC Bearings shares in Q3 2026, an estimated $51.8K.
  • RBC Bearings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #923 holding.
  • True Wealth Design first reported a position in RBC Bearings in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's RBC Bearings position peaked at $81.2K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.