FFM
RBC icon

Forum Financial Management’s RBC Bearings RBC Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-739
Closed -$331K – 830
2025
Q4 		$331K Hold
739
– – ﹤0.01% 696
2025
Q3 		$288K Buy
739
+143
+24% +$55.7K ﹤0.01% 766
2025
Q2 		$229K Buy
+596
New +$210K ﹤0.01% 824

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Forum Financial Management's RBC Position: Q1 2026 in Review

Forum Financial Management sold out of RBC Bearings (RBC) in Q1 2026, closing a stake of 739 shares — an estimated $331K sold.

Forum Financial Management first reported a position in RBC in Q2 2025 and held it in 3 quarters. The position peaked at $331K in Q4 2025. 614 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • Forum Financial Management reported no remaining RBC Bearings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 739 RBC Bearings shares in Q1 2026, an estimated $331K.
  • Forum Financial Management first reported a position in RBC Bearings in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's RBC Bearings position peaked at $331K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.