Comprehensive Financial Planning’s RBC Bearings RBC Stock Holding History

Comprehensive Financial Planning’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	$366K	Buy	+569	New	+$339K	0.2%	99

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

Comprehensive Financial Planning's RBC Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in RBC Bearings (RBC) in Q2 2026: 569 shares worth $366K. The stake represents 0.2% of the portfolio and ranks #99 among its holdings.

688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Comprehensive Financial Planning held 569 shares of RBC Bearings worth $366K as of Q2 2026.
RBC Bearings was a new Comprehensive Financial Planning position in Q2 2026.
RBC Bearings made up 0.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #99 holding.
688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.