Carmel Capital Management
RBC icon

Carmel Capital Management’s RBC Bearings RBC Stock Holding History

Carmel Capital Management’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
Q3 		$12.3M Hold
24,625
– – 2.89% 17
2026
Q2 		$15.9M Sell
24,625
-83
-0.3% -$49.4K 3.48% 14
2026
Q1 		$13.4M Buy
24,708
+4,925
+25% +$2.61M 3.84% 11
2025
Q4 		$8.87M Buy
19,783
+60
+0.3% +$25.4K 2.69% 16
2025
Q3 		$7.7M Buy
19,723
+5
+0% +$1.95K 2.34% 17
2025
Q2 		$7.59M Sell
19,718
-10
-0.1% -$3.53K 2.56% 17
2025
Q1 		$6.35M Hold
19,728
– – 2.58% 18
2024
Q4 		$5.9M Hold
19,728
– – 2.23% 18
2024
Q3 		$5.91M Sell
19,728
-393
-2% -$113K 2.22% 20
2024
Q2 		$5.43M Buy
20,121
+43
+0.2% +$11.6K 2.11% 21
2024
Q1 		$5.43M Hold
20,078
– – 2.23% 21
2023
Q4 		$5.72M Sell
20,078
-25
-0.1% -$6.13K 2.75% 18
2023
Q3 		$4.71M Sell
20,103
-75
-0.4% -$17K 2.67% 18
2023
Q2 		$4.39M Hold
20,178
– – 2.28% 21
2023
Q1 		$4.7M Buy
20,178
+350
+2% +$80.6K 2.69% 17
2022
Q4 		$4.15M Sell
19,828
-5
-0% -$1.14K 2.56% 19
2022
Q3 		$4.12M Buy
19,833
+450
+2% +$104K 2.69% 20
2022
Q2 		$3.58M Sell
19,383
-100
-0.5% -$17.8K 2.22% 22
2022
Q1 		$3.78M Hold
19,483
– – 1.97% 24
2021
Q4 		$3.94M Buy
+19,483
New +$4.19M 1.93% 22

Other funds holding RBC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Carmel Capital Management's RBC Position: Q3 2026 in Review

Carmel Capital Management held its RBC Bearings (RBC) position steady in Q3 2026 at 24,625 shares worth $12.3M. The position accounts for 2.89% of the portfolio, ranked #17.

Carmel Capital Management first reported a position in RBC in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.9M in Q2 2026. 490 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Carmel Capital Management held 24,625 shares of RBC Bearings worth $12.3M as of Q3 2026.
  • Carmel Capital Management left its RBC Bearings share count unchanged in Q3 2026.
  • RBC Bearings made up 2.89% of Carmel Capital Management's portfolio in Q3 2026, its #17 holding.
  • Carmel Capital Management first reported a position in RBC Bearings in Q4 2021 and has held it in 20 quarters since.
  • Carmel Capital Management's RBC Bearings position peaked at $15.9M in Q2 2026.
  • 490 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Carmel Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.