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EP Wealth Advisors’s RBC Bearings RBC Stock Holding History

EP Wealth 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 		$325K Buy
504
+22
+5% +$13.1K ﹤0.01% 1246
2026
Q1 		$262K Sell
482
-21
-4% -$11.1K ﹤0.01% 1247
2025
Q4 		$226K Buy
+503
New +$213K ﹤0.01% 1314

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

EP Wealth Advisors's RBC Position: Q2 2026 in Review

EP Wealth Advisors increased its RBC Bearings (RBC) stake by 4.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 504 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

EP Wealth Advisors first reported a position in RBC in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • EP Wealth Advisors held 504 shares of RBC Bearings worth $325K as of Q2 2026.
  • EP Wealth Advisors bought 22 RBC Bearings shares in Q2 2026, an estimated $13.1K.
  • RBC Bearings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1246 holding.
  • EP Wealth Advisors first reported a position in RBC Bearings in Q4 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.