Clearstead Advisors’s RBC Bearings RBC Stock Holding History

Clearstead 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	$71.5K	Buy	111 +101	+1,010%	+$60.1K	﹤0.01%	1384
2026 Q1	$5.43K	Sell	10 -126	-93%	-$66.9K	﹤0.01%	1723
2025 Q4	$61K	Buy	136 +13	+11%	+$5.5K	﹤0.01%	1312
2025 Q3	$48K	Sell	123 -252	-67%	-$98.1K	﹤0.01%	1295
2025 Q2	$144K	Buy	375 +4	+1%	+$1.41K	﹤0.01%	968
2025 Q1	$119K	Sell	371 -97	-21%	-$32.7K	﹤0.01%	946
2024 Q4	$140K	Sell	468 -322	-41%	-$99.1K	﹤0.01%	935
2024 Q3	$237K	Sell	790 -157	-17%	-$45.2K	﹤0.01%	795
2024 Q2	$255K	Buy	+947	New	+$254K	﹤0.01%	735
2022 Q4	–	Sell	-18	Closed	-$4K	–	1366
2022 Q3	$4K	Hold	18	–	–	﹤0.01%	1004
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	1065
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	1155
2021 Q4	$4K	Sell	18 -106	-85%	-$22.8K	﹤0.01%	1027
2021 Q3	$26K	Buy	124 +106	+589%	+$23K	﹤0.01%	734
2021 Q2	$4K	Buy	+18	New	+$3.56K	﹤0.01%	929

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 $3.37T AUM 44.26% 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

Clearstead Advisors's RBC Position: Q2 2026 in Review

Clearstead Advisors increased its RBC Bearings (RBC) stake by 1,010% in Q2 2026, buying an estimated $60.1K and bringing the position to 111 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Clearstead Advisors first reported a position in RBC in Q2 2021 and has held it in 15 quarters since. The position peaked at $255K in Q2 2024. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Clearstead Advisors held 111 shares of RBC Bearings worth $71.5K as of Q2 2026.
Clearstead Advisors bought 101 RBC Bearings shares in Q2 2026, an estimated $60.1K.
RBC Bearings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1384 holding.
Clearstead Advisors first reported a position in RBC Bearings in Q2 2021 and has held it in 15 quarters since.
Clearstead Advisors's RBC Bearings position peaked at $255K in Q2 2024.
690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.