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LRI Investments’s RBC Bearings RBC Stock Holding History

LRI Investments’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 		$16.1K Hold
25
– – ﹤0.01% 832
2026
Q1 		$13.6K Buy
25
+5
+25% +$2.65K ﹤0.01% 799
2025
Q4 		$8.97K Hold
20
– – ﹤0.01% 902
2025
Q3 		$7.81K Hold
20
– – ﹤0.01% 926
2025
Q2 		$7.7K Buy
+20
New +$7.06K ﹤0.01% 907

Other funds holding RBC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LRI Investments's RBC Position: Q2 2026 in Review

LRI Investments held its RBC Bearings (RBC) position steady in Q2 2026 at 25 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

LRI Investments first reported a position in RBC in Q2 2025 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • LRI Investments held 25 shares of RBC Bearings worth $16.1K as of Q2 2026.
  • LRI Investments left its RBC Bearings share count unchanged in Q2 2026.
  • RBC Bearings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #832 holding.
  • LRI Investments first reported a position in RBC Bearings in Q2 2025 and has held it in 5 quarters since.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.