IEQ Capital
RBC icon

IEQ Capital’s RBC Bearings RBC Stock Holding History

IEQ Capital’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 		– Sell
-17,802
Closed -$11.5M – 2184
2026
Q2 		$11.5M Sell
17,802
-3,352
-16% -$2M 0.05% 317
2026
Q1 		$11.5M Buy
21,154
+8,524
+67% +$4.52M 0.05% 322
2025
Q4 		$5.66M Buy
+12,630
New +$5.35M 0.02% 489

Other funds holding RBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

IEQ Capital's RBC Position: Q3 2026 in Review

IEQ Capital sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 17,802 shares — an estimated $11.5M sold.

IEQ Capital first reported a position in RBC in Q4 2025 and held it in 3 quarters. The position peaked at $11.5M in Q1 2026. 351 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • IEQ Capital reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 17,802 RBC Bearings shares in Q3 2026, an estimated $11.5M.
  • IEQ Capital first reported a position in RBC Bearings in Q4 2025 and held it in 3 quarters.
  • IEQ Capital's RBC Bearings position peaked at $11.5M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.