Oak Asset Management
RBC icon

Oak Asset Management’s RBC Bearings RBC Stock Holding History

Oak Asset Management’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 		– Sell
-349
Closed -$225K – 117
2026
Q2 		$225K Buy
+349
New +$208K 0.07% 112

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Geneva Capital Management
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Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Conestoga Capital Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Oak Asset Management's RBC Position: Q3 2026 in Review

Oak Asset Management sold out of RBC Bearings (RBC) in Q3 2026, closing a stake of 349 shares — an estimated $225K sold.

Oak Asset Management first reported a position in RBC in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 338 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

  • Oak Asset Management reported no remaining RBC Bearings position as of Q3 2026 after selling out during the quarter.
  • Oak Asset Management sold 349 RBC Bearings shares in Q3 2026, an estimated $225K.
  • Oak Asset Management first reported a position in RBC Bearings in Q2 2026 and held it in 1 quarter.
  • Oak Asset Management's RBC Bearings position peaked at $225K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.