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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
Q2 		$518K Buy
804
+33
+4% +$19.6K 0.07% 242
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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal CFO Solutions's RBC Position: Q2 2026 in Review

Personal CFO Solutions increased its RBC Bearings (RBC) stake by 4.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 804 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #242.

Personal CFO Solutions first reported a position in RBC in Q1 2025 and has held it in 6 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Personal CFO Solutions held 804 shares of RBC Bearings worth $518K as of Q2 2026.
  • Personal CFO Solutions bought 33 RBC Bearings shares in Q2 2026, an estimated $19.6K.
  • RBC Bearings made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #242 holding.
  • Personal CFO Solutions first reported a position in RBC Bearings in Q1 2025 and has held it in 6 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.