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Crestwood Advisors Group’s RBC Bearings RBC Stock Holding History

Crestwood Advisors Group’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 		$386K Sell
599
-35
-6% -$20.8K 0.01% 581
2026
Q1 		$344K Buy
634
+7
+1% +$3.72K 0.01% 529
2025
Q4 		$281K Buy
627
+2
+0.3% +$847 ﹤0.01% 542
2025
Q3 		$244K Sell
625
-53
-8% -$20.6K ﹤0.01% 509
2025
Q2 		$261K Buy
678
+4
+0.6% +$1.41K ﹤0.01% 473
2025
Q1 		$217K Sell
674
-43
-6% -$14.5K ﹤0.01% 474
2024
Q4 		$214K Hold
717
– – ﹤0.01% 438
2024
Q3 		$215K Buy
+717
New +$206K ﹤0.01% 421

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's RBC Position: Q2 2026 in Review

Crestwood Advisors Group reduced its RBC Bearings (RBC) stake by 5.5% in Q2 2026, selling an estimated $20.8K and leaving 599 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #581.

Crestwood Advisors Group first reported a position in RBC in Q3 2024 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Crestwood Advisors Group held 599 shares of RBC Bearings worth $386K as of Q2 2026.
  • Crestwood Advisors Group sold 35 RBC Bearings shares in Q2 2026, an estimated $20.8K.
  • RBC Bearings made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #581 holding.
  • Crestwood Advisors Group first reported a position in RBC Bearings in Q3 2024 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.