Fortitude Family Office’s RBC Bearings RBC Stock Holding History

Fortitude 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 Q3	$10.5K	Buy	21 +1	+5%	+$539	﹤0.01%	1194
2026 Q2	$12.9K	Hold	20	–	–	﹤0.01%	682
2026 Q1	$10.9K	Buy	20 +9	+82%	+$4.78K	﹤0.01%	627
2025 Q4	$4.93K	Buy	11 +1	+10%	+$423	﹤0.01%	815
2025 Q3	$3.9K	Hold	10	–	–	﹤0.01%	899
2025 Q2	$3.85K	Buy	10 +6	+150%	+$2.12K	﹤0.01%	886
2025 Q1	$1.29K	Sell	4 -3	-43%	-$1.01K	﹤0.01%	991
2024 Q4	$2.09K	Hold	7	–	–	﹤0.01%	1030
2024 Q3	$2.1K	Buy	+7	New	+$2.01K	﹤0.01%	997

Other funds holding RBC

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Fortitude Family Office's RBC Position: Q3 2026 in Review

Fortitude Family Office increased its RBC Bearings (RBC) stake by 5% in Q3 2026, buying an estimated $539 and bringing the position to 21 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Fortitude Family Office first reported a position in RBC in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.9K in Q2 2026. 34 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

Fortitude Family Office held 21 shares of RBC Bearings worth $10.5K as of Q3 2026.
Fortitude Family Office bought 1 RBC Bearings share in Q3 2026, an estimated $539.
RBC Bearings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1194 holding.
Fortitude Family Office first reported a position in RBC Bearings in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's RBC Bearings position peaked at $12.9K in Q2 2026.
34 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.