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Concurrent Investment Advisors’s RBC Bearings RBC Stock Holding History

Concurrent 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 		$296K Buy
459
+60
+15% +$35.7K ﹤0.01% 1698
2026
Q1 		$217K Buy
+399
New +$212K ﹤0.01% 1704

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

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

Concurrent Investment Advisors increased its RBC Bearings (RBC) stake by 15% in Q2 2026, buying an estimated $35.7K and bringing the position to 459 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Concurrent Investment Advisors first reported a position in RBC in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Concurrent Investment Advisors held 459 shares of RBC Bearings worth $296K as of Q2 2026.
  • Concurrent Investment Advisors bought 60 RBC Bearings shares in Q2 2026, an estimated $35.7K.
  • RBC Bearings made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1698 holding.
  • Concurrent Investment Advisors first reported a position in RBC Bearings in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.