PFW Advisors’s RBC Bearings RBC Stock Holding History

PFW Advisors’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	$539K	Sell	1,079 -55	-5%	-$29.7K	0.16%	77
2026 Q2	$730K	Hold	1,134	–	–	0.21%	71
2026 Q1	$616K	Hold	1,134	–	–	0.19%	74
2025 Q4	$509K	Sell	1,134 -115	-9%	-$48.7K	0.15%	85
2025 Q3	$487K	Hold	1,249	–	–	0.14%	88
2025 Q2	$481K	Hold	1,249	–	–	0.15%	88
2025 Q1	$402K	Hold	1,249	–	–	0.13%	90
2024 Q4	$374K	Buy	+1,249	New	+$385K	0.11%	93
2024 Q2	$337K	Buy	1,249 +1	+0.1%	+$269	0.11%	98
2024 Q1	$337K	Hold	1,248	–	–	0.1%	100
2023 Q4	$356K	Sell	1,248 -279	-18%	-$68.4K	0.11%	95
2023 Q3	$358K	Hold	1,527	–	–	0.13%	91
2023 Q2	$350K	Buy	+1,527	New	+$331K	0.12%	91
2019 Q3	$374K	Buy	+1,249	New	+$202K	0.11%	94

Other funds holding RBC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PFW Advisors's RBC Position: Q3 2026 in Review

PFW Advisors reduced its RBC Bearings (RBC) stake by 4.9% in Q3 2026, selling an estimated $29.7K and leaving 1,079 shares worth $539K. The position accounts for 0.16% of the portfolio, ranked #77.

PFW Advisors first reported a position in RBC in Q3 2019 and has held it in 14 quarters since. The position peaked at $730K in Q2 2026. 95 funds tracked by Wall St. Rank hold RBC as of Q3 2026.

PFW Advisors held 1,079 shares of RBC Bearings worth $539K as of Q3 2026.
PFW Advisors sold 55 RBC Bearings shares in Q3 2026, an estimated $29.7K.
RBC Bearings made up 0.16% of PFW Advisors's portfolio in Q3 2026, its #77 holding.
PFW Advisors first reported a position in RBC Bearings in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's RBC Bearings position peaked at $730K in Q2 2026.
95 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.