Klingman & Associates
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Klingman & Associates’s RBC Bearings RBC Stock Holding History

Klingman & Associates’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
-391
Closed -$252K – 439
2026
Q2 		$252K Sell
391
-14
-3% -$8.33K 0.01% 298
2026
Q1 		$220K Buy
+405
New +$215K 0.01% 315
2025
Q3 		– Sell
-563
Closed -$217K – 334
2025
Q2 		$217K Buy
+563
New +$199K 0.01% 288

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Assenagon Asset Management
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Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Klingman & Associates's RBC Position: Q3 2026 in Review

Klingman & Associates sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 391 shares — an estimated $252K sold.

Klingman & Associates first reported a position in RBC in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q2 2026. 90 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Klingman & Associates reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
  • Klingman & Associates sold 391 RBC Bearings shares in Q3 2026, an estimated $252K.
  • Klingman & Associates first reported a position in RBC Bearings in Q2 2025 and held it in 3 quarters.
  • Klingman & Associates's RBC Bearings position peaked at $252K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.