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Wealth Alliance’s RBC Bearings RBC Stock Holding History

Wealth Alliance’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 		$578K Sell
898
-6
-0.7% -$3.57K 0.05% 290
2026
Q1 		$491K Sell
904
-60
-6% -$31.9K 0.05% 299
2025
Q4 		$432K Buy
964
+17
+2% +$7.2K 0.04% 339
2025
Q3 		$370K Sell
947
-18
-2% -$7.01K 0.04% 367
2025
Q2 		$371K Sell
965
-147
-13% -$51.9K 0.04% 357
2025
Q1 		$358K Sell
1,112
-5
-0.4% -$1.69K 0.04% 353
2024
Q4 		$334K Sell
1,117
-19
-2% -$5.85K 0.04% 352
2024
Q3 		$340K Sell
1,136
-6
-0.5% -$1.73K 0.04% 371
2024
Q2 		$308K Sell
1,142
-59
-5% -$15.8K 0.04% 377
2024
Q1 		$325K Sell
1,201
-31
-3% -$8.37K 0.04% 378
2023
Q4 		$351K Sell
1,232
-12
-1% -$2.94K 0.05% 336
2023
Q3 		$291K Sell
1,244
-33
-3% -$7.49K 0.05% 361
2023
Q2 		$278K Hold
1,277
– – 0.04% 395
2023
Q1 		$297K Buy
1,277
+10
+0.8% +$2.3K 0.05% 366
2022
Q4 		$265K Sell
1,267
-393
-24% -$89.8K 0.05% 381
2022
Q3 		$345K Buy
1,660
+21
+1% +$4.83K 0.07% 290
2022
Q2 		$303K Buy
1,639
+117
+8% +$20.8K 0.06% 322
2022
Q1 		$295K Buy
1,522
+16
+1% +$3.05K 0.06% 328
2021
Q4 		$304K Sell
1,506
-20
-1% -$4.3K 0.06% 329
2021
Q3 		$324K Buy
1,526
+45
+3% +$9.77K 0.07% 301
2021
Q2 		$295K Sell
1,481
-52
-3% -$10.3K 0.07% 327
2021
Q1 		$302K Sell
1,533
-142
-8% -$26.7K 0.08% 285
2020
Q4 		$300K Sell
1,675
-968
-37% -$148K 0.09% 284
2020
Q3 		$320K Sell
2,643
-60
-2% -$7.69K 0.12% 220
2020
Q2 		$362K Buy
2,703
+204
+8% +$26K 0.14% 183
2020
Q1 		$282K Buy
+2,499
New +$387K 0.15% 170

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

Wealth Alliance's RBC Position: Q2 2026 in Review

Wealth Alliance reduced its RBC Bearings (RBC) stake by 0.66% in Q2 2026, selling an estimated $3.57K and leaving 898 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #290.

Wealth Alliance first reported a position in RBC in Q1 2020 and has held it in 26 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Wealth Alliance held 898 shares of RBC Bearings worth $578K as of Q2 2026.
  • Wealth Alliance sold 6 RBC Bearings shares in Q2 2026, an estimated $3.57K.
  • RBC Bearings made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #290 holding.
  • Wealth Alliance first reported a position in RBC Bearings in Q1 2020 and has held it in 26 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

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