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LGT Financial Advisors’s RBC Bearings RBC Stock Holding History

LGT Financial 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 		– Sell
-31
Closed -$9.27K – 627
2024
Q4 		$9.27K Hold
31
– – 0.02% 447
2024
Q3 		$9.28K Hold
31
– – 0.02% 432
2024
Q2 		$8.36K Buy
31
+1
+3% +$269 0.02% 508
2024
Q1 		$8.11K Hold
30
– – 0.01% 530
2023
Q4 		$8.55K Sell
30
-1
-3% -$245 0.01% 515
2023
Q3 		$7.26K Buy
+31
New +$7.03K 0.01% 541

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

LGT Financial Advisors's RBC Position: Q1 2025 in Review

LGT Financial Advisors sold out of RBC Bearings (RBC) in Q1 2025, closing a stake of 31 shares — an estimated $9.27K sold.

LGT Financial Advisors first reported a position in RBC in Q3 2023 and held it in 6 quarters. The position peaked at $9.28K in Q3 2024. 438 funds tracked by Wall St. Rank hold RBC as of Q1 2025.

  • LGT Financial Advisors reported no remaining RBC Bearings position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 31 RBC Bearings shares in Q1 2025, an estimated $9.27K.
  • LGT Financial Advisors first reported a position in RBC Bearings in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's RBC Bearings position peaked at $9.28K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.