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
Q1 		– Sell
-737
Closed -$330K – 217
2025
Q4 		$330K Buy
+737
New +$312K 0.18% 154

Other funds holding RBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Whalen Wealth Management's RBC Position: Q1 2026 in Review

Whalen Wealth Management sold out of RBC Bearings (RBC) in Q1 2026, closing a stake of 737 shares — an estimated $330K sold.

Whalen Wealth Management first reported a position in RBC in Q4 2025 and held it in 1 quarter. The position peaked at $330K in Q4 2025. 612 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • Whalen Wealth Management reported no remaining RBC Bearings position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 737 RBC Bearings shares in Q1 2026, an estimated $330K.
  • Whalen Wealth Management first reported a position in RBC Bearings in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's RBC Bearings position peaked at $330K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.