ORI
RBC icon

Oak Ridge Investments’s RBC Bearings RBC Stock Holding History

Oak Ridge Investments’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 		$4.81M Sell
7,471
-1,057
-12% -$629K 0.27% 61
2026
Q1 		$4.63M Buy
8,528
+121
+1% +$64.2K 0.31% 51
2025
Q4 		$3.77M Sell
8,407
-210
-2% -$88.9K 0.23% 58
2025
Q3 		$3.36M Sell
8,617
-166
-2% -$64.6K 0.22% 61
2025
Q2 		$3.38M Sell
8,783
-445
-5% -$157K 0.24% 63
2025
Q1 		$2.97M Sell
9,228
-51
-0.5% -$17.2K 0.25% 63
2024
Q4 		$2.78M Sell
9,279
-292
-3% -$89.9K 0.22% 76
2024
Q3 		$2.87M Sell
9,571
-369
-4% -$106K 0.25% 75
2024
Q2 		$2.68M Sell
9,940
-1,428
-13% -$384K 0.26% 81
2024
Q1 		$3.07M Sell
11,368
-582
-5% -$157K 0.31% 78
2023
Q4 		$3.4M Sell
11,950
-944
-7% -$231K 0.39% 75
2023
Q3 		$3.02M Sell
12,894
-370
-3% -$83.9K 0.39% 74
2023
Q2 		$2.88M Sell
13,264
-507
-4% -$110K 0.36% 82
2023
Q1 		$3.2M Buy
+13,771
New +$3.17M 0.43% 77
2021
Q1 		– Sell
-34,140
Closed -$6.11M – 180
2020
Q4 		$6.11M Sell
34,140
-7,196
-17% -$1.1M 0.54% 67
2020
Q3 		$5.01M Sell
41,336
-6,372
-13% -$817K 0.39% 91
2020
Q2 		$6.39M Sell
47,708
-3,319
-7% -$423K 0.54% 74
2020
Q1 		$5.76M Sell
51,027
-7,593
-13% -$1.18M 0.59% 68
2019
Q4 		$9.28M Sell
58,620
-5,701
-9% -$922K 0.68% 58
2019
Q3 		$10.7M Buy
64,321
+58,821
+1,069% +$9.51M 0.8% 52
2019
Q2 		$917K Buy
+5,500
New +$778K 0.06% 133

Other funds holding RBC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oak Ridge Investments's RBC Position: Q2 2026 in Review

Oak Ridge Investments reduced its RBC Bearings (RBC) stake by 12% in Q2 2026, selling an estimated $629K and leaving 7,471 shares worth $4.81M. The position accounts for 0.27% of the portfolio, ranked #61.

Oak Ridge Investments first reported a position in RBC in Q2 2019 and has held it in 21 quarters since. The position peaked at $10.7M in Q3 2019. 126 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Oak Ridge Investments held 7,471 shares of RBC Bearings worth $4.81M as of Q2 2026.
  • Oak Ridge Investments sold 1,057 RBC Bearings shares in Q2 2026, an estimated $629K.
  • RBC Bearings made up 0.27% of Oak Ridge Investments's portfolio in Q2 2026, its #61 holding.
  • Oak Ridge Investments first reported a position in RBC Bearings in Q2 2019 and has held it in 21 quarters since.
  • Oak Ridge Investments's RBC Bearings position peaked at $10.7M in Q3 2019.
  • 126 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.