Bell Investment Advisors’s RBC Bearings RBC Stock Holding History

Bell Investment Advisors’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	$4.51K	Buy	7 +1	+17%	+$595	﹤0.01%	1021
2026 Q1	$3.26K	Buy	6 +1	+20%	+$531	﹤0.01%	1133
2025 Q4	$2.24K	Sell	5 -30	-86%	-$12.7K	﹤0.01%	1309
2025 Q3	$13.7K	Buy	35 +30	+600%	+$11.7K	﹤0.01%	532
2025 Q2	$1.92K	Hold	5	–	–	﹤0.01%	1381
2025 Q1	$1.61K	Hold	5	–	–	﹤0.01%	1393
2024 Q4	$1.5K	Hold	5	–	–	﹤0.01%	1439
2024 Q3	$1.5K	Hold	5	–	–	﹤0.01%	1461
2024 Q2	$1.35K	Hold	5	–	–	﹤0.01%	1514
2024 Q1	$1.35K	Hold	5	–	–	﹤0.01%	1499
2023 Q4	$1.43K	Hold	5	–	–	﹤0.01%	1467
2023 Q3	$1.17K	Sell	5 -3	-38%	-$681	﹤0.01%	1507
2023 Q2	$1.74K	Hold	8	–	–	﹤0.01%	1368
2023 Q1	$1.86K	Hold	8	–	–	﹤0.01%	1306
2022 Q4	$1.68K	Hold	8	–	–	﹤0.01%	1379
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	1193
2022 Q2	$1K	Buy	+8	New	+$1.42K	﹤0.01%	1562
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	1217
2021 Q3	$2K	Buy	+8	New	+$1.74K	﹤0.01%	1138

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's RBC Position: Q2 2026 in Review

Bell Investment Advisors increased its RBC Bearings (RBC) stake by 17% in Q2 2026, buying an estimated $595 and bringing the position to 7 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Bell Investment Advisors first reported a position in RBC in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.7K in Q3 2025. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Bell Investment Advisors held 7 shares of RBC Bearings worth $4.51K as of Q2 2026.
Bell Investment Advisors bought 1 RBC Bearings share in Q2 2026, an estimated $595.
RBC Bearings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1021 holding.
Bell Investment Advisors first reported a position in RBC Bearings in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's RBC Bearings position peaked at $13.7K in Q3 2025.
691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.