Superior Planning, LLC’s RBC Bearings RBC Stock Holding History

Superior Planning, LLC’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	$9.48K	Buy	+19	New	+$10.2K	﹤0.01%	946

Other funds holding RBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Superior Planning, LLC's RBC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in RBC Bearings (RBC) in Q3 2026: 19 shares worth $9.48K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

405 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

Superior Planning, LLC held 19 shares of RBC Bearings worth $9.48K as of Q3 2026.
RBC Bearings was a new Superior Planning, LLC position in Q3 2026.
RBC Bearings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #946 holding.
405 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.