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Fiduciary Alliance’s RBC Bearings RBC Stock Holding History

Fiduciary Alliance’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 		$2.17M Buy
+3,375
New +$2.01M 0.15% 166
2023
Q3 		– Sell
-31
Closed -$6.74K – 759
2023
Q2 		$6.74K Buy
+31
New +$6.72K ﹤0.01% 638
2023
Q1 		– Sell
-31
Closed -$6.49K – 694
2022
Q4 		$6.49K Buy
+31
New +$7.08K ﹤0.01% 479

Other funds holding RBC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Alliance's RBC Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in RBC Bearings (RBC) in Q2 2026: 3,375 shares worth $2.17M. The stake represents 0.15% of the portfolio and ranks #166 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in RBC as recently as Q2 2023.

Fiduciary Alliance first reported a position in RBC in Q4 2022 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Fiduciary Alliance held 3,375 shares of RBC Bearings worth $2.17M as of Q2 2026.
  • RBC Bearings was a new Fiduciary Alliance position in Q2 2026.
  • RBC Bearings made up 0.15% of Fiduciary Alliance's portfolio in Q2 2026, its #166 holding.
  • Fiduciary Alliance first reported a position in RBC Bearings in Q4 2022 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.