MCF Advisors’s RBC Bearings RBC Stock Holding History

MCF 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
2026 Q1	$20.6K	Hold	38	–	–	﹤0.01%	812
2025 Q4	$17K	Sell	38 -13	-25%	-$5.5K	﹤0.01%	726
2025 Q3	$19.9K	Sell	51 -10	-16%	-$3.89K	﹤0.01%	586
2025 Q2	$23.5K	Sell	61 -4	-6%	-$1.41K	﹤0.01%	527
2025 Q1	$20.9K	Hold	65	–	–	﹤0.01%	541
2024 Q4	$19.4K	Buy	65 +3	+5%	+$924	﹤0.01%	560
2024 Q3	$18.6K	Buy	62 +19	+44%	+$5.47K	﹤0.01%	562
2024 Q2	$11.6K	Hold	43	–	–	﹤0.01%	619
2024 Q1	$11.6K	Hold	43	–	–	﹤0.01%	604
2023 Q4	$12.3K	Sell	43 -36	-46%	-$8.83K	﹤0.01%	577
2023 Q3	$18.5K	Hold	79	–	–	﹤0.01%	496
2023 Q2	$17.2K	Hold	79	–	–	﹤0.01%	498
2023 Q1	$18.4K	Sell	79 -26	-25%	-$5.99K	﹤0.01%	485
2022 Q4	$22K	Hold	105	–	–	﹤0.01%	436
2022 Q3	$22K	Buy	+105	New	+$24.2K	﹤0.01%	449

Other funds holding RBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return