Wealth Enhancement Advisory Services
RBC icon

Wealth Enhancement Advisory Services’s RBC Bearings RBC Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.07M Buy
9,318
+2,939
+46% +$1.75M 0.01% 995
2026
Q1 		$3.17M Buy
6,379
+2,642
+71% +$1.4M 0.01% 1143
2025
Q4 		$1.79M Buy
3,737
+2,709
+264% +$1.15M ﹤0.01% 1571
2025
Q3 		$384K Buy
1,028
+176
+21% +$68.5K ﹤0.01% 2576
2025
Q2 		$331K Buy
852
+66
+8% +$23.3K ﹤0.01% 2568
2025
Q1 		$253K Buy
+786
New +$265K ﹤0.01% 2572

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 Enhancement Advisory Services's RBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its RBC Bearings (RBC) stake by 46% in Q2 2026, buying an estimated $1.75M and bringing the position to 9,318 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #995.

Wealth Enhancement Advisory Services first reported a position in RBC in Q1 2025 and has held it in 6 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,318 shares of RBC Bearings worth $5.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,939 RBC Bearings shares in Q2 2026, an estimated $1.75M.
  • RBC Bearings made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #995 holding.
  • Wealth Enhancement Advisory Services first reported a position in RBC Bearings in Q1 2025 and has held it in 6 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.