MFG
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Merit Financial Group’s RBC Bearings RBC Stock Holding History

Merit Financial Group’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 		$1.88M Buy
2,919
+539
+23% +$321K 0.01% 777
2026
Q1 		$1.29M Buy
2,380
+741
+45% +$393K 0.01% 859
2025
Q4 		$735K Buy
1,639
+1,099
+204% +$465K 0.01% 1083
2025
Q3 		$211K Buy
+540
New +$210K ﹤0.01% 1650

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

Merit Financial Group's RBC Position: Q2 2026 in Review

Merit Financial Group increased its RBC Bearings (RBC) stake by 23% in Q2 2026, buying an estimated $321K and bringing the position to 2,919 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #777.

Merit Financial Group first reported a position in RBC in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Merit Financial Group held 2,919 shares of RBC Bearings worth $1.88M as of Q2 2026.
  • Merit Financial Group bought 539 RBC Bearings shares in Q2 2026, an estimated $321K.
  • RBC Bearings made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #777 holding.
  • Merit Financial Group first reported a position in RBC Bearings in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.