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Personal CFO Solutions’s RBC Bearings RBC Stock Holding History

Personal CFO Solutions’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 		$419K Sell
771
-35
-4% -$18.6K 0.06% 280
2025
Q4 		$361K Sell
806
-11
-1% -$4.66K 0.06% 308
2025
Q3 		$319K Sell
817
-32
-4% -$12.5K 0.06% 327
2025
Q2 		$327K Sell
849
-72
-8% -$25.4K 0.06% 306
2025
Q1 		$296K Buy
+921
New +$311K 0.06% 318

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

Personal CFO Solutions's RBC Position: Q1 2026 in Review

Personal CFO Solutions reduced its RBC Bearings (RBC) stake by 4.3% in Q1 2026, selling an estimated $18.6K and leaving 771 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #280.

Personal CFO Solutions first reported a position in RBC in Q1 2025 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • Personal CFO Solutions held 771 shares of RBC Bearings worth $419K as of Q1 2026.
  • Personal CFO Solutions sold 35 RBC Bearings shares in Q1 2026, an estimated $18.6K.
  • RBC Bearings made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #280 holding.
  • Personal CFO Solutions first reported a position in RBC Bearings in Q1 2025 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.