Bogart Wealth LLC’s RBC Bearings RBC Stock Holding History

Bogart Wealth 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 Q2	$14.8K	Buy	23 +4	+21%	+$2.38K	﹤0.01%	888
2026 Q1	$10.3K	Buy	19 +1	+6%	+$531	﹤0.01%	899
2025 Q4	$8.07K	Hold	18	–	–	﹤0.01%	902
2025 Q3	$7.03K	Hold	18	–	–	﹤0.01%	902
2025 Q2	$6.93K	Hold	18	–	–	﹤0.01%	871
2025 Q1	$5.79K	Hold	18	–	–	﹤0.01%	876
2024 Q4	$5.38K	Hold	18	–	–	﹤0.01%	864
2024 Q3	$5.39K	Hold	18	–	–	﹤0.01%	815
2024 Q2	$4.86K	Hold	18	–	–	﹤0.01%	796
2024 Q1	$4.87K	Hold	18	–	–	﹤0.01%	772
2023 Q4	$5.13K	Hold	18	–	–	﹤0.01%	742
2023 Q3	$4.21K	Hold	18	–	–	﹤0.01%	757
2023 Q2	$3.91K	Hold	18	–	–	﹤0.01%	768
2023 Q1	$4.19K	Buy	+18	New	+$4.15K	﹤0.01%	751

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

Bogart Wealth LLC's RBC Position: Q2 2026 in Review

Bogart Wealth LLC increased its RBC Bearings (RBC) stake by 21% in Q2 2026, buying an estimated $2.38K and bringing the position to 23 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Bogart Wealth LLC first reported a position in RBC in Q1 2023 and has held it in 14 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Bogart Wealth LLC held 23 shares of RBC Bearings worth $14.8K as of Q2 2026.
Bogart Wealth LLC bought 4 RBC Bearings shares in Q2 2026, an estimated $2.38K.
RBC Bearings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #888 holding.
Bogart Wealth LLC first reported a position in RBC Bearings in Q1 2023 and has held it in 14 quarters since.
691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.