MYIA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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 $62.3B AUM 26.25% 1-Year Est. Return