Lloyd Advisory Services’s RBC Bearings RBC Stock Holding History

Lloyd Advisory Services’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	–	Sell	-3	Closed	-$1.63K	–	922
2026 Q1	$1.63K	Buy	+3	New	+$1.59K	﹤0.01%	698

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's RBC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of RBC Bearings (RBC) in Q2 2026, closing a stake of 3 shares — an estimated $1.63K sold.

Lloyd Advisory Services first reported a position in RBC in Q1 2026 and held it in 1 quarter. The position peaked at $1.63K in Q1 2026. 688 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Lloyd Advisory Services reported no remaining RBC Bearings position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 3 RBC Bearings shares in Q2 2026, an estimated $1.63K.
Lloyd Advisory Services first reported a position in RBC Bearings in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's RBC Bearings position peaked at $1.63K in Q1 2026.
688 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.