CFO
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CVA Family Office’s RBC Bearings RBC Stock Holding History

CVA Family Office’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 		$22.5K Buy
35
+7
+25% +$4.17K ﹤0.01% 786
2026
Q1 		$15.2K Buy
+28
New +$14.9K ﹤0.01% 877
2025
Q2 		– Sell
-1
Closed -$322 – 1421
2025
Q1 		$322 Buy
+1
New +$337 ﹤0.01% 1368

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

CVA Family Office's RBC Position: Q2 2026 in Review

CVA Family Office increased its RBC Bearings (RBC) stake by 25% in Q2 2026, buying an estimated $4.17K and bringing the position to 35 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

CVA Family Office first reported a position in RBC in Q1 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • CVA Family Office held 35 shares of RBC Bearings worth $22.5K as of Q2 2026.
  • CVA Family Office bought 7 RBC Bearings shares in Q2 2026, an estimated $4.17K.
  • RBC Bearings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #786 holding.
  • CVA Family Office first reported a position in RBC Bearings in Q1 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.