Crossmark Global Holdings’s RBC Bearings RBC Stock Holding History

Crossmark Global Holdings’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	$1.4M	Sell	2,181 -111	-5%	-$66.1K	0.02%	550
2026 Q1	$1.24M	Buy	2,292 +142	+7%	+$75.4K	0.02%	541
2025 Q4	$964K	Buy	2,150 +167	+8%	+$70.7K	0.01%	617
2025 Q3	$774K	Sell	1,983 -68	-3%	-$26.5K	0.01%	716
2025 Q2	$789K	Buy	2,051 +142	+7%	+$50.1K	0.01%	698
2025 Q1	$614K	Buy	1,909 +638	+50%	+$215K	0.01%	794
2024 Q4	$381K	Sell	1,271 -1,009	-44%	-$311K	0.01%	951
2024 Q3	$683K	Buy	2,280 +523	+30%	+$150K	0.01%	734
2024 Q2	$474K	Sell	1,757 -304	-15%	-$81.7K	0.01%	858
2024 Q1	$557K	Buy	2,061 +73	+4%	+$19.7K	0.01%	819
2023 Q4	$566K	Sell	1,988 -28	-1%	-$6.87K	0.01%	793
2023 Q3	$485K	Buy	+2,016	New	+$457K	0.01%	831

Other funds holding RBC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return