Merit Financial Group
RBC icon

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
Q3 		$903K Sell
1,809
-1,110
-38% -$599K 0.01% 1215
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Merit Financial Group's RBC Position: Q3 2026 in Review

Merit Financial Group reduced its RBC Bearings (RBC) stake by 38% in Q3 2026, selling an estimated $599K and leaving 1,809 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #1215.

Merit Financial Group first reported a position in RBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2026. 278 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Merit Financial Group held 1,809 shares of RBC Bearings worth $903K as of Q3 2026.
  • Merit Financial Group sold 1,110 RBC Bearings shares in Q3 2026, an estimated $599K.
  • RBC Bearings made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1215 holding.
  • Merit Financial Group first reported a position in RBC Bearings in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's RBC Bearings position peaked at $1.88M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.