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Caerus Investment Advisors’s RBC Bearings RBC Stock Holding History

Caerus 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
Q1 		$300K Buy
553
+33
+6% +$17.5K 0.13% 171
2025
Q4 		$233K Buy
+520
New +$220K 0.08% 280

Other funds holding RBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Caerus Investment Advisors's RBC Position: Q1 2026 in Review

Caerus Investment Advisors increased its RBC Bearings (RBC) stake by 6.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 553 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #171.

Caerus Investment Advisors first reported a position in RBC in Q4 2025 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • Caerus Investment Advisors held 553 shares of RBC Bearings worth $300K as of Q1 2026.
  • Caerus Investment Advisors bought 33 RBC Bearings shares in Q1 2026, an estimated $17.5K.
  • RBC Bearings made up 0.13% of Caerus Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • Caerus Investment Advisors first reported a position in RBC Bearings in Q4 2025 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.