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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
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 $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Legacy Advisors's RBC Position: Q1 2025 in Review

Legacy Advisors reduced its RBC Bearings (RBC) stake by 1.6% in Q1 2025, selling an estimated $23.6K and leaving 4,395 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #120.

Legacy Advisors first reported a position in RBC in Q1 2022 and has held it in 13 quarters since. 439 funds tracked by Wall St. Rank hold RBC as of Q1 2025.

  • Legacy Advisors held 4,395 shares of RBC Bearings worth $1.41M as of Q1 2025.
  • Legacy Advisors sold 70 RBC Bearings shares in Q1 2025, an estimated $23.6K.
  • RBC Bearings made up 0.15% of Legacy Advisors's portfolio in Q1 2025, its #120 holding.
  • Legacy Advisors first reported a position in RBC Bearings in Q1 2022 and has held it in 13 quarters since.
  • 439 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.