Petros Family Wealth’s RBC Bearings RBC Stock Holding History

Petros Family Wealth’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	$297K	Sell	461 -94	-17%	-$56K	0.18%	110
2026 Q1	$301K	Sell	555 -23	-4%	-$12.2K	0.21%	98
2025 Q4	$259K	Buy	578 +47	+9%	+$19.9K	0.17%	119
2025 Q3	$207K	Sell	531 -52	-9%	-$20.2K	0.17%	126
2025 Q2	$224K	Sell	583 -101	-15%	-$35.7K	0.2%	115
2025 Q1	$220K	Hold	684	–	–	0.24%	110
2024 Q4	$205K	Buy	+684	New	+$211K	0.22%	121

Other funds holding RBC

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Petros Family Wealth's RBC Position: Q2 2026 in Review

Petros Family Wealth reduced its RBC Bearings (RBC) stake by 17% in Q2 2026, selling an estimated $56K and leaving 461 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #110.

Petros Family Wealth first reported a position in RBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q1 2026. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

Petros Family Wealth held 461 shares of RBC Bearings worth $297K as of Q2 2026.
Petros Family Wealth sold 94 RBC Bearings shares in Q2 2026, an estimated $56K.
RBC Bearings made up 0.18% of Petros Family Wealth's portfolio in Q2 2026, its #110 holding.
Petros Family Wealth first reported a position in RBC Bearings in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's RBC Bearings position peaked at $301K in Q1 2026.
690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.