CFO
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Callan Family Office’s RBC Bearings RBC Stock Holding History

Callan Family Office’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 		$8.91M Sell
13,832
-1,588
-10% -$945K 0.17% 109
2026
Q1 		$8.37M Sell
15,420
-110
-0.7% -$58.4K 0.19% 106
2025
Q4 		$6.96M Buy
15,530
+2,647
+21% +$1.12M 0.15% 135
2025
Q3 		$5.03M Sell
12,883
-1,156
-8% -$450K 0.16% 147
2025
Q2 		$5.4M Buy
14,039
+12,529
+830% +$4.42M 0.17% 140
2025
Q1 		$486K Sell
1,510
-906
-38% -$306K 0.04% 327
2024
Q4 		$723K Buy
2,416
+1,729
+252% +$532K 0.05% 301
2024
Q3 		$206K Buy
+687
New +$198K 0.03% 185

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 $3.38T AUM 44.17% 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

Callan Family Office's RBC Position: Q2 2026 in Review

Callan Family Office reduced its RBC Bearings (RBC) stake by 10% in Q2 2026, selling an estimated $945K and leaving 13,832 shares worth $8.91M. The position accounts for 0.17% of the portfolio, ranked #109.

Callan Family Office first reported a position in RBC in Q3 2024 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Callan Family Office held 13,832 shares of RBC Bearings worth $8.91M as of Q2 2026.
  • Callan Family Office sold 1,588 RBC Bearings shares in Q2 2026, an estimated $945K.
  • RBC Bearings made up 0.17% of Callan Family Office's portfolio in Q2 2026, its #109 holding.
  • Callan Family Office first reported a position in RBC Bearings in Q3 2024 and has held it in 8 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.