WWM
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Whalen Wealth Management’s RBC Bearings RBC Stock Holding History

Whalen Wealth 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
2026
Q3 		– Sell
-779
Closed -$502K – 245
2026
Q2 		$502K Buy
+779
New +$464K 0.23% 111
2026
Q1 		– Sell
-737
Closed -$330K – 217
2025
Q4 		$330K Buy
+737
New +$312K 0.18% 154

Other funds holding RBC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Whalen Wealth Management's RBC Position: Q3 2026 in Review

Whalen Wealth Management sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 779 shares — an estimated $502K sold.

Whalen Wealth Management first reported a position in RBC in Q4 2025 and held it in 2 quarters. The position peaked at $502K in Q2 2026. 19 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Whalen Wealth Management reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 779 RBC Bearings shares in Q3 2026, an estimated $502K.
  • Whalen Wealth Management first reported a position in RBC Bearings in Q4 2025 and held it in 2 quarters.
  • Whalen Wealth Management's RBC Bearings position peaked at $502K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.