Action Point Financial Planning’s RBC Bearings RBC Stock Holding History

Action Point Financial Planning’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 Q2	$267K	Buy	+415	New	+$247K	0.03%	378

Other funds holding RBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's RBC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in RBC Bearings (RBC) in Q2 2026: 415 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #378 among its holdings.

685 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Action Point Financial Planning held 415 shares of RBC Bearings worth $267K as of Q2 2026.
RBC Bearings was a new Action Point Financial Planning position in Q2 2026.
RBC Bearings made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #378 holding.
685 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.