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Legacy Advisors’s RBC Bearings RBC Stock Holding History

Legacy Advisors’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
2025
Q2 		– Sell
-4,395
Closed -$1.41M – 318
2025
Q1 		$1.41M Sell
4,395
-70
-2% -$23.6K 0.15% 120
2024
Q4 		$1.34M Buy
4,465
+73
+2% +$22.5K 0.13% 121
2024
Q3 		$1.31M Sell
4,392
-142
-3% -$40.9K 0.14% 123
2024
Q2 		$1.22M Buy
4,534
+61
+1% +$16.4K 0.15% 106
2024
Q1 		$1.21M Buy
4,473
+338
+8% +$91.2K 0.15% 118
2023
Q4 		$1.18M Buy
4,135
+1
+0% +$245 0.15% 114
2023
Q3 		$968K Buy
4,134
+207
+5% +$47K 0.16% 126
2023
Q2 		$854K Buy
3,927
+185
+5% +$40.1K 0.13% 131
2023
Q1 		$871K Buy
3,742
+272
+8% +$62.7K 0.16% 108
2022
Q4 		$726K Buy
3,470
+1,092
+46% +$249K 0.13% 112
2022
Q3 		$494K Buy
2,378
+581
+32% +$134K 0.11% 125
2022
Q2 		$332K Buy
1,797
+731
+69% +$130K 0.07% 164
2022
Q1 		$207K Buy
+1,066
New +$203K 0.04% 201

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Legacy Advisors's RBC Position: Q2 2025 in Review

Legacy Advisors sold out of RBC Bearings (RBC) in Q2 2025, closing a stake of 4,395 shares — an estimated $1.41M sold.

Legacy Advisors first reported a position in RBC in Q1 2022 and held it in 13 quarters. The position peaked at $1.41M in Q1 2025. 457 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

  • Legacy Advisors reported no remaining RBC Bearings position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 4,395 RBC Bearings shares in Q2 2025, an estimated $1.41M.
  • Legacy Advisors first reported a position in RBC Bearings in Q1 2022 and held it in 13 quarters.
  • Legacy Advisors's RBC Bearings position peaked at $1.41M in Q1 2025.
  • 457 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.