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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
Q2 		$436K Buy
677
+124
+22% +$73.8K 0.15% 128
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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Caerus Investment Advisors increased its RBC Bearings (RBC) stake by 22% in Q2 2026, buying an estimated $73.8K and bringing the position to 677 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #128.

Caerus Investment Advisors first reported a position in RBC in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Caerus Investment Advisors held 677 shares of RBC Bearings worth $436K as of Q2 2026.
  • Caerus Investment Advisors bought 124 RBC Bearings shares in Q2 2026, an estimated $73.8K.
  • RBC Bearings made up 0.15% of Caerus Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Caerus Investment Advisors first reported a position in RBC Bearings in Q4 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.