KA
RBC icon

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
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Klingman & Associates's RBC Position: Q2 2026 in Review

Klingman & Associates reduced its RBC Bearings (RBC) stake by 3.5% in Q2 2026, selling an estimated $8.33K and leaving 391 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #298.

Klingman & Associates first reported a position in RBC in Q2 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Klingman & Associates held 391 shares of RBC Bearings worth $252K as of Q2 2026.
  • Klingman & Associates sold 14 RBC Bearings shares in Q2 2026, an estimated $8.33K.
  • RBC Bearings made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #298 holding.
  • Klingman & Associates first reported a position in RBC Bearings in Q2 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.