Lindenwold Advisors’s RBC Bearings RBC Stock Holding History

Lindenwold 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 Q3	$260K	Sell	665 -65	-9%	-$25.3K	0.12%	98
2025 Q2	$281K	Sell	730 -130	-15%	-$45.9K	0.15%	88
2025 Q1	$277K	Sell	860 -160	-16%	-$54K	0.15%	85
2024 Q4	$305K	Hold	1,020	–	–	0.16%	92
2024 Q3	$305K	Buy	1,020 +5	+0.5%	+$1.44K	0.15%	97
2024 Q2	$274K	Hold	1,015	–	–	0.15%	92
2024 Q1	$274K	Hold	1,015	–	–	0.15%	102
2023 Q4	$289K	Hold	1,015	–	–	0.16%	93
2023 Q3	$238K	Buy	1,015 +20	+2%	+$4.54K	0.15%	100
2023 Q2	$216K	Sell	995 -75	-7%	-$16.3K	0.13%	109
2023 Q1	$249K	Sell	1,070 -5	-0.5%	-$1.15K	0.15%	102
2022 Q4	$225K	Buy	1,075 +5	+0.5%	+$1.14K	0.15%	105
2022 Q3	$222K	Sell	1,070 -165	-13%	-$38K	0.16%	102
2022 Q2	$228K	Buy	1,235 +15	+1%	+$2.66K	0.16%	100
2022 Q1	$237K	Buy	+1,220	New	+$233K	0.15%	107

Other funds holding RBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lindenwold Advisors's RBC Position: Q3 2025 in Review

Lindenwold Advisors reduced its RBC Bearings (RBC) stake by 8.9% in Q3 2025, selling an estimated $25.3K and leaving 665 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #98.

Lindenwold Advisors first reported a position in RBC in Q1 2022 and has held it in 15 quarters since. The position peaked at $305K in Q3 2024. 478 funds tracked by Wall St. Rank hold RBC as of Q3 2025.

Lindenwold Advisors held 665 shares of RBC Bearings worth $260K as of Q3 2025.
Lindenwold Advisors sold 65 RBC Bearings shares in Q3 2025, an estimated $25.3K.
RBC Bearings made up 0.12% of Lindenwold Advisors's portfolio in Q3 2025, its #98 holding.
Lindenwold Advisors first reported a position in RBC Bearings in Q1 2022 and has held it in 15 quarters since.
Lindenwold Advisors's RBC Bearings position peaked at $305K in Q3 2024.
478 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.