WCM
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WealthTrak Capital Management’s RBC Bearings RBC Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-1
Closed -$385 – 715
2025
Q2 		$385 Hold
1
– – ﹤0.01% 712
2025
Q1 		$322 Hold
1
– – ﹤0.01% 753
2024
Q4 		$300 Buy
+1
New +$308 ﹤0.01% 718

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WealthTrak Capital Management's RBC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of RBC Bearings (RBC) in Q3 2025, closing a stake of 1 share — an estimated $385 sold.

WealthTrak Capital Management first reported a position in RBC in Q4 2024 and held it in 3 quarters. The position peaked at $385 in Q2 2025. 477 funds tracked by Wall St. Rank hold RBC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining RBC Bearings position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 RBC Bearings share in Q3 2025, an estimated $385.
  • WealthTrak Capital Management first reported a position in RBC Bearings in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's RBC Bearings position peaked at $385 in Q2 2025.
  • 477 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.