Mount Yale Investment Advisors’s RBC Bearings RBC Stock Holding History

Mount Yale Investment 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 Q2	$361K	Sell	561 -36	-6%	-$21.4K	0.01%	909
2026 Q1	$324K	Sell	597 -124	-17%	-$65.8K	0.01%	861
2025 Q4	$323K	Sell	721 -211	-23%	-$89.4K	0.02%	574
2025 Q3	$364K	Buy	932 +912	+4,560%	+$355K	0.03%	477
2025 Q2	$7.7K	Buy	+20	New	+$7.06K	﹤0.01%	1174
2020 Q1	–	Sell	-2,919	Closed	-$454K	–	327
2019 Q4	$454K	Sell	2,919 -29	-1%	-$4.69K	0.08%	221
2019 Q3	$490K	Sell	2,948 -55	-2%	-$8.89K	0.09%	192
2019 Q2	$478K	Buy	3,003 +1	+0%	+$142	0.09%	194
2019 Q1	$382K	Hold	3,002	–	–	0.07%	224
2018 Q4	$392K	Buy	3,002 +108	+4%	+$15.7K	0.08%	221
2018 Q3	$466K	Buy	+2,894	New	+$417K	0.08%	189

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's RBC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its RBC Bearings (RBC) stake by 6% in Q2 2026, selling an estimated $21.4K and leaving 561 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #909.

Mount Yale Investment Advisors first reported a position in RBC in Q3 2018 and has held it in 11 quarters since. The position peaked at $490K in Q3 2019. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Mount Yale Investment Advisors held 561 shares of RBC Bearings worth $361K as of Q2 2026.
Mount Yale Investment Advisors sold 36 RBC Bearings shares in Q2 2026, an estimated $21.4K.
RBC Bearings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #909 holding.
Mount Yale Investment Advisors first reported a position in RBC Bearings in Q3 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's RBC Bearings position peaked at $490K in Q3 2019.
691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.