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Wealthspire Advisors (New York)’s RBC Bearings RBC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-80
Closed -$31.2K – 2446
2025
Q3 		$31.2K Buy
+80
New +$31.1K ﹤0.01% 1440

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthspire Advisors (New York)'s RBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of RBC Bearings (RBC) in Q4 2025, closing a stake of 80 shares — an estimated $31.2K sold.

Wealthspire Advisors (New York) first reported a position in RBC in Q3 2025 and held it in 1 quarter. The position peaked at $31.2K in Q3 2025. 532 funds tracked by Wall St. Rank hold RBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining RBC Bearings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 80 RBC Bearings shares in Q4 2025, an estimated $31.2K.
  • Wealthspire Advisors (New York) first reported a position in RBC Bearings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s RBC Bearings position peaked at $31.2K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.