Rothwell Investment Advisors, LLC’s RBC Bearings RBC Stock Holding History

Rothwell Investment Advisors, 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	$112K	Buy	+224	New	+$121K	0.06%	268

Other funds holding RBC

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

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's RBC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in RBC Bearings (RBC) in Q3 2026: 224 shares worth $112K. The stake represents 0.06% of the portfolio and ranks #268 among its holdings.

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

Rothwell Investment Advisors, LLC held 224 shares of RBC Bearings worth $112K as of Q3 2026.
RBC Bearings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
RBC Bearings made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #268 holding.
276 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.